Advocacy Wealth Management 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 | – | Sell |
-456,158
| Closed | -$16.6M | – | 64 |
|
|
2025
Q1 | $16.6M | Buy |
+456,158
| New | +$16.6M | 1.13% | 26 |
|
|
2024
Q3 | – | Sell |
-386,618
| Closed | -$13.7M | – | 51 |
|
|
2024
Q2 | $13.7M | Buy |
386,618
+21,088
| +6% | +$750K | 1.13% | 20 |
|
|
2024
Q1 | $12.7M | Buy |
+365,530
| New | +$12.7M | 1.1% | 21 |
|
|
2022
Q4 | – | Sell |
-1,359
| Closed | -$42K | – | 77 |
|
|
2022
Q3 | $42K | Sell |
1,359
-398
| -23% | -$12.3K | 0.01% | 52 |
|
|
2022
Q2 | $56K | Buy |
+1,757
| New | +$56K | 0.01% | 48 |
|