ShoreHaven Wealth Partners’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
$224K Sell
5,905
-42,228
-88% -$1.6M 0.09% 91
2025
Q1
$1.75M Buy
+48,133
New +$1.75M 0.84% 31
2024
Q3
Sell
-54,153
Closed -$1.93M 86
2024
Q2
$1.93M Buy
54,153
+8,922
+20% +$317K 1.01% 23
2024
Q1
$1.58M Buy
+45,231
New +$1.58M 0.87% 29