AWA
Aaron Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Sell |
73,016
-2,056
| -3% | -$78K | 0.28% | 53 |
|
|
2025
Q1 | $2.72M | Sell |
75,072
-7,703
| -9% | -$280K | 0.31% | 51 |
|
|
2024
Q4 | $2.88M | Buy |
82,775
+3,643
| +5% | +$127K | 0.33% | 42 |
|
|
2024
Q3 | $2.8M | Sell |
79,132
-487
| -0.6% | -$17.3K | 0.33% | 45 |
|
|
2024
Q2 | $2.83M | Sell |
79,619
-338
| -0.4% | -$12K | 0.39% | 38 |
|
|
2024
Q1 | $2.79M | Sell |
79,957
-2,741
| -3% | -$95.6K | 0.4% | 37 |
|
|
2023
Q4 | $2.61M | Sell |
82,698
-19
| -0% | -$599 | 0.43% | 32 |
|
|
2023
Q3 | $2.49M | Sell |
82,717
-16
| -0% | -$482 | 0.32% | 48 |
|
|
2023
Q2 | $2.56M | Sell |
82,733
-2,800
| -3% | -$86.8K | 0.33% | 48 |
|
|
2023
Q1 | $2.52M | Hold |
85,533
| – | – | 0.35% | 49 |
|
|
2022
Q4 | $2.31M | Sell |
85,533
-8,932
| -9% | -$241K | 0.34% | 53 |
|
|
2022
Q3 | $2.82M | Sell |
94,465
-3,440
| -4% | -$103K | 0.52% | 42 |
|
|
2022
Q2 | $3.12M | Sell |
97,905
-3,621,240
| -97% | -$115M | 0.78% | 31 |
|
|
2022
Q1 | $110M | Buy |
3,719,145
+3,609,768
| +3,300% | +$106M | 1.52% | 15 |
|
|
2021
Q4 | $3.86M | Sell |
109,377
-6,254
| -5% | -$221K | 1.08% | 22 |
|
|
2021
Q3 | $3.98M | Hold |
115,631
| – | – | 1.12% | 21 |
|
|
2021
Q2 | $4.01M | Sell |
115,631
-2,101
| -2% | -$72.8K | 1.32% | 19 |
|
|
2021
Q1 | $3.88M | Sell |
117,732
-44,285
| -27% | -$1.46M | 1.42% | 17 |
|
|
2020
Q4 | $4.94M | Buy |
+162,017
| New | +$4.94M | 1.81% | 17 |
|