Tradition 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
2025
Q2
Sell
-22,585
Closed -$820K 467
2025
Q1
$820K Buy
+22,585
New +$820K 0.07% 190
2024
Q3
Sell
-25,377
Closed -$902K 414
2024
Q2
$902K Sell
25,377
-16,346
-39% -$581K 0.09% 168
2024
Q1
$1.46M Buy
+41,723
New +$1.46M 0.15% 121