Wells Financial 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	$16.1K	Hold	425	–	–	0.02%	68
2025 Q1	$15.4K	Hold	425	–	–	0.02%	67
2024 Q4	$14.8K	Buy	+425	New	+$14.8K	0.02%	73
2024 Q3	–	Sell	-9,839	Closed	-$350K	–	104
2024 Q2	$350K	Buy	+9,839	New	+$350K	0.23%	42