Waverly Advisors’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	$82.8M	Buy	2,182,429 +230,403	+12%	+$8.75M	0.91%	19
2025 Q1	$70.8M	Buy	1,952,026 +1,863,929	+2,116%	+$67.6M	0.86%	18
2024 Q4	$3.06M	Buy	88,097 +24,690	+39%	+$858K	0.05%	294
2024 Q3	$2.25M	Buy	63,407 +22,805	+56%	+$808K	0.04%	317
2024 Q2	$1.44M	Buy	+40,602	New	+$1.44M	0.03%	370