Sequoia Financial Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$945K Sell
2025
Q1
$907K Buy
2024
Q4
$736K Hold
2024
Q3
$750K Hold
2024
Q2
$753K Buy
2024
Q1
$711K Sell
2023
Q4
$1M Buy
2023
Q3
$613K Hold
2023
Q2
$632K Buy