Stone Summit Wealth’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
Q3
$2.31M Sell
2025
Q2
$2.27M Sell
2025
Q1
$2.22M Buy
2024
Q4
$2.11M Buy
2024
Q3
$2.08M Buy
2024
Q2
$1.92M Buy
2024
Q1
$1.81M Buy
2023
Q4
$1.37M Buy
2023
Q3
$1.12M Buy
2023
Q2
$1.01M Buy
2023
Q1
$805K Buy