Regimen 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
Sell
-19,023
Closed -$674K 66
2024
Q3
$674K Buy
19,023
+333
+2% +$11.8K 0.22% 38
2024
Q2
$665K Buy
+18,690
New +$665K 0.23% 35
2023
Q1
Sell
-2,641
Closed -$71K 64
2022
Q4
$71K Buy
+2,641
New +$71K 0.05% 58