Access Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-44,296
| Closed | -$1.35M | – | 68 |
|
|
2019
Q4 | $1.35M | Sell |
44,296
-175
| -0.4% | -$5.34K | 0.78% | 43 |
|
|
2019
Q3 | $1.33M | Sell |
44,471
-2,579
| -5% | -$77.2K | 0.95% | 35 |
|
|
2019
Q2 | $1.4M | Sell |
47,050
-1,790
| -4% | -$53.4K | 1.07% | 33 |
|
|
2019
Q1 | $1.41M | Hold |
48,840
| – | – | 1.11% | 30 |
|
|
2018
Q4 | $1.26M | Buy |
+48,840
| New | +$1.26M | 1.12% | 25 |
|