Adamsbrown Wealth Consultants’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 | $19.7M | Buy |
518,397
+25,455
| +5% | +$966K | 5.71% | 6 |
|
|
2025
Q1 | $17.9M | Sell |
492,942
-55,398
| -10% | -$2.01M | 5.62% | 6 |
|
|
2024
Q4 | $19.1M | Buy |
548,340
+12,276
| +2% | +$427K | 6.49% | 5 |
|
|
2024
Q3 | $19M | Sell |
536,064
-6,644
| -1% | -$235K | 6.59% | 5 |
|
|
2024
Q2 | $19.3M | Sell |
542,708
-9,181
| -2% | -$326K | 7.51% | 5 |
|
|
2024
Q1 | $19.2M | Sell |
551,889
-258,336
| -32% | -$9.01M | 7.79% | 4 |
|
|
2023
Q4 | $25.5M | Buy |
810,225
+96,479
| +14% | +$3.04M | 11.11% | 2 |
|
|
2023
Q3 | $21.5M | Buy |
+713,746
| New | +$21.5M | 10.58% | 2 |
|