Sovereign Financial Group’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	$342K	Sell	9,015 -50	-0.6%	-$1.9K	0.07%	231
2025 Q1	$329K	Buy	+9,065	New	+$329K	0.08%	216
2024 Q3	–	Sell	-8,967	Closed	-$319K	–	288
2024 Q2	$319K	Sell	8,967 -1,558	-15%	-$55.4K	0.08%	212
2024 Q1	$367K	Buy	+10,525	New	+$367K	0.1%	186