Sugarloaf Wealth Management’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
2024
Q3
Sell
-411
Closed -$14.6K 691
2024
Q2
$14.6K Sell
411
-19
-4% -$676 ﹤0.01% 441
2024
Q1
$15K Buy
+430
New +$15K ﹤0.01% 443