Acorn Financial Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $712K | Buy |
18,756
+3,266
| +21% | +$124K | 0.12% | 88 |
|
|
2025
Q1 | $562K | Buy |
15,490
+374
| +2% | +$13.6K | 0.1% | 98 |
|
|
2024
Q4 | $525K | Buy |
15,116
+50
| +0.3% | +$1.74K | 0.09% | 112 |
|
|
2024
Q3 | $534K | Sell |
15,066
-317
| -2% | -$11.2K | 0.09% | 103 |
|
|
2024
Q2 | $547K | Buy |
15,383
+281
| +2% | +$9.99K | 0.1% | 100 |
|
|
2024
Q1 | $527K | Sell |
15,102
-271
| -2% | -$9.45K | 0.1% | 102 |
|
|
2023
Q4 | $484K | Buy |
15,373
+82
| +0.5% | +$2.58K | 0.08% | 143 |
|
|
2023
Q3 | $460K | Buy |
15,291
+157
| +1% | +$4.73K | 0.08% | 142 |
|
|
2023
Q2 | $469K | Buy |
15,134
+590
| +4% | +$18.3K | 0.08% | 141 |
|
|
2023
Q1 | $429K | Buy |
14,544
+1,353
| +10% | +$39.9K | 0.08% | 141 |
|
|
2022
Q4 | $356K | Buy |
13,191
+1,411
| +12% | +$38.1K | 0.08% | 156 |
|
|
2022
Q3 | $352K | Buy |
11,780
+847
| +8% | +$25.3K | 0.08% | 153 |
|
|
2022
Q2 | $348K | Buy |
+10,933
| New | +$348K | 0.08% | 151 |
|