ISHARES TR

Ticker: HEFA CUSIP: 46434V803 Class: HDG MSCI EAFE

KWB Wealth's Holding History (CIK: 0001822236)

Note: Option positions (PUT/CALL) are excluded.

Q2 2025
Shares 122,473 Value ($000) $4,445 Avg Close — Range —
Q3 2024
Shares 80,992 Value ($000) $2,880 Avg Close — Range —
Q2 2024
Shares 98,955 Value ($000) $3,452 Avg Close — Range —
Q1 2024
Shares 100,470 Value ($000) $3,504 Avg Close — Range —