Modern Wealth Management’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	$12.2M	Buy	321,413 +308	+0.1%	+$11.7K	0.3%	83
2025 Q1	$11.7M	Sell	321,105 -37,097	-10%	-$1.35M	0.37%	62
2024 Q4	$12.4M	Buy	+358,202	New	+$12.4M	0.46%	52
2024 Q3	–	Sell	-7,542	Closed	-$268K	–	448
2024 Q2	$268K	Buy	+7,542	New	+$268K	0.02%	329