Mount Yale Investment 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	$27.3K	Sell	718 -20,372	-97%	-$773K	﹤0.01%	974
2025 Q1	$765K	Buy	+21,090	New	+$765K	0.07%	239
2024 Q3	–	Sell	-25,792	Closed	-$917K	–	560
2024 Q2	$917K	Sell	25,792 -15,325	-37%	-$545K	0.07%	226
2024 Q1	$1.43M	Buy	+41,117	New	+$1.43M	0.11%	172