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
2026 Q1	$454K	Sell	10,683 -44,263	-81%	-$1.91M	0.13%	96
2025 Q4	$2.27M	Sell	54,946 -3,251	-6%	-$133K	0.62%	49
2025 Q3	$2.31M	Sell	58,197 -1,680	-3%	-$64.8K	0.65%	50
2025 Q2	$2.27M	Sell	59,877 -1,414	-2%	-$51.7K	0.7%	52
2025 Q1	$2.22M	Buy	61,291 +447	+0.7%	+$16.3K	0.75%	47
2024 Q4	$2.11M	Buy	60,844 +2,259	+4%	+$79.6K	0.71%	48
2024 Q3	$2.08M	Buy	58,585 +4,617	+9%	+$160K	0.67%	51
2024 Q2	$1.92M	Buy	53,968 +2,143	+4%	+$75.2K	0.69%	49
2024 Q1	$1.81M	Buy	51,825 +8,324	+19%	+$274K	0.63%	55
2023 Q4	$1.37M	Buy	43,501 +6,283	+17%	+$192K	0.53%	61
2023 Q3	$1.12M	Buy	37,218 +4,520	+14%	+$137K	0.48%	67
2023 Q2	$1.01M	Buy	32,698 +5,367	+20%	+$162K	0.42%	68
2023 Q1	$805K	Buy	+27,331	New	+$789K	0.36%	74