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

OneAscent Wealth Management’s Portfolio HEFA Stock Details HEFA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$760K Sell
20,013
-6,248
-24% -$237K 0.28% 45
2025
Q1 		$953K Buy
26,261
+12,608
+92% +$458K 0.41% 27
2024
Q4 		$474K Buy
13,653
+3,179
+30% +$110K 0.2% 62
2024
Q3 		$371K Buy
+10,474
New +$371K 0.14% 101