Mission Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$384K Sell
2025
Q2
$372K Hold
2025
Q1
$355K Hold
2024
Q4
$340K Hold
2024
Q3
$347K Hold
2024
Q2
$348K Hold
2024
Q1
$341K Hold
2023
Q4
$308K Buy