WR Wealth Planners’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
Q4
$78.8K Sell
2,267
-4,184
-65% -$145K 0.03% 264
2024
Q3
$228K Buy
6,451
+5,176
+406% +$183K 0.06% 164
2024
Q2
$45.3K Buy
1,275
+1,234
+3,010% +$43.9K 0.01% 342
2024
Q1
$1.43K Buy
+41
New +$1.43K ﹤0.01% 925