Summit X LLC’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
Q4
Sell
-66,961
Closed -$2.38M 224
2024
Q3
$2.38M Sell
66,961
-3,541
-5% -$126K 0.58% 34
2024
Q2
$2.51M Sell
70,502
-38,394
-35% -$1.37M 0.56% 34
2024
Q1
$3.8M Buy
+108,896
New +$3.8M 0.97% 24