Optivise Advisory Services’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	$255K	Sell	6,708 -158	-2%	-$6K	0.13%	159
2025 Q1	$249K	Sell	6,866 -534	-7%	-$19.4K	0.14%	151
2024 Q4	$257K	Buy	7,400 +114	+2%	+$3.96K	0.14%	143
2024 Q3	$258K	Sell	7,286 -965	-12%	-$34.2K	0.14%	137
2024 Q2	$293K	Buy	+8,251	New	+$293K	0.16%	131