Retirement Planning Group (New York)’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
$1.82M Buy
47,948
+1,452
+3% +$55.1K 1.6% 21
2025
Q1
$1.69M Buy
46,496
+4,715
+11% +$171K 1.72% 19
2024
Q4
$1.45M Buy
+41,781
New +$1.45M 1.6% 19