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Summit Financial’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Summit Financial’s Portfolio HEFA Stock Details HEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.59M Buy
41,876
+1,090
+3% +$41.4K 0.04% 331
2025
Q1 		$1.48M Buy
+40,786
New +$1.48M 0.04% 305