Vermillion & White Wealth Management Group’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
$2.86M Sell
75,231
-78,244
-51% -$2.97M 1.86% 12
2025
Q1
$5.57M Buy
153,475
+149,357
+3,627% +$5.42M 4.03% 7
2024
Q4
$143K Buy
4,118
+3,224
+361% +$112K 0.11% 73
2024
Q3
$31.7K Buy
894
+752
+530% +$26.6K 0.02% 162
2024
Q2
$5.05K Buy
+142
New +$5.05K ﹤0.01% 265