Merkkuri Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$500K Sell
13,168
-8,625
-40% -$327K 0.38% 53
2025
Q1
$791K Buy
21,793
+3,648
+20% +$132K 0.68% 38
2024
Q4
$631K Sell
18,145
-691
-4% -$24K 0.5% 47
2024
Q3
$667K Sell
18,836
-4,024
-18% -$143K 0.53% 44
2024
Q2
$813K Buy
+22,860
New +$813K 0.75% 37