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WealthPLAN Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

WealthPLAN Partners’s Portfolio HEFA Stock Details HEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,380
Closed -$340K – 260
2025
Q1 		$340K Buy
+9,380
New +$342K 0.05% 202
2024
Q3 		– Sell
-10,997
Closed -$391K – 274
2024
Q2 		$391K Sell
10,997
-7,792
-41% -$273K 0.04% 228
2024
Q1 		$655K Buy
+18,789
New +$619K 0.07% 179
2018
Q4 		– Sell
-22,764
Closed -$624K – 264
2018
Q3 		$624K Buy
+22,764
New +$672K 0.11% 129

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