West Wealth 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
$1.61M Sell
42,524
-91,975
-68% -$3.48M 0.4% 31
2025
Q1
$4.89M Buy
134,499
+101,052
+302% +$3.67M 1.45% 16
2024
Q4
$1.16M Buy
33,447
+6,142
+22% +$213K 0.35% 31
2024
Q3
$967K Buy
27,305
+3,013
+12% +$107K 0.31% 30
2024
Q2
$864K Buy
+24,292
New +$864K 0.31% 32