Spectrum Planning & Advisory Services’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	$520K	Buy	13,710 +4,871	+55%	+$185K	0.34%	52
2025 Q1	$321K	Buy	+8,839	New	+$321K	0.27%	52
2024 Q3	–	Sell	-28,190	Closed	-$1M	–	59
2024 Q2	$1M	Buy	+28,190	New	+$1M	0.97%	20