Peninsula Wealth’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
2024
Q4
$1.02M Sell
29,241
-72,470
-71% -$2.52M 0.17% 52
2024
Q3
$3.61M Sell
101,711
-3,288
-3% -$117K 0.63% 25
2024
Q2
$3.76M Buy
+104,999
New +$3.76M 0.7% 23