AE Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Sell |
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|
2025
Q1 | $7.47M | Buy |
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|
2024
Q4 | $699K | Sell |
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|
2024
Q3 | $882K | Sell |
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|
2024
Q2 | $21M | Sell |
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|
2024
Q1 | $21.8M | Buy |
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|
2023
Q4 | $17.7M | Buy |
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|
2023
Q3 | $14.7M | Buy |
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|
2023
Q2 | $11.6M | Sell |
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|
2023
Q1 | $11.8M | Sell |
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|
2022
Q4 | $12.5M | Buy |
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|
2022
Q3 | $6.08M | Sell |
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|
2022
Q2 | $8.1M | Sell |
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|
2022
Q1 | $8.67M | Buy |
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|
2021
Q4 | $8.96M | Buy |
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|
2021
Q3 | $8.72M | Buy |
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|
2021
Q2 | $7.67M | Buy |
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|
2021
Q1 | $5.97M | Buy |
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|
2020
Q4 | $3.95M | Buy |
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|
2020
Q3 | $3.29M | Sell |
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|
2020
Q2 | $10.3M | Buy |
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|
2020
Q1 | $2.57M | Buy |
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|
2019
Q4 | $698K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $365K | Sell |
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|
2018
Q1 | $467K | Buy |
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|
2017
Q4 | $344K | Buy |
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