Wetzel Investment 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
2024
Q3
Sell
-4,881
Closed -$170K 439
2024
Q2
$170K Hold
4,881
0.1% 128
2024
Q1
$165K Sell
4,881
-302
-6% -$10.2K 0.1% 131
2023
Q4
$163K Buy
+5,183
New +$163K 0.1% 129