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

Summit Wealth Group’s Portfolio HEFA Stock Details HEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-64,687
Closed -$2K – 154
2023
Q1 		$2K Buy
+64,687
New +$2K 0.05% 89