AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $365K | Sell |
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|
2023
Q1 | $390K | Hold |
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|
2022
Q4 | $357K | Hold |
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|
2022
Q3 | $395K | Sell |
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|
2022
Q2 | $842K | Hold |
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|
2022
Q1 | $898K | Hold |
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|
2021
Q4 | $935K | Hold |
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|
2021
Q3 | $910K | Hold |
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|
2021
Q2 | $916K | Hold |
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|
2021
Q1 | $872K | Hold |
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|
2020
Q4 | $806K | Sell |
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|
2020
Q3 | $933K | Hold |
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|
2020
Q2 | $934K | Sell |
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|
2020
Q1 | $953K | Sell |
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|
2019
Q4 | $1.44M | Hold |
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|
2019
Q3 | $1.41M | Sell |
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|
2019
Q2 | $1.46M | Hold |
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|
2019
Q1 | $1.41M | Sell |
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|
2018
Q4 | $1.38M | Sell |
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|
2018
Q3 | $2.03M | Buy |
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|
2018
Q2 | $2.01M | Sell |
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|
2018
Q1 | $2M | Buy |
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|
2017
Q4 | $1.88M | Buy |
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|
2017
Q3 | $1.63M | Buy |
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|
2017
Q2 | $1.42M | Sell |
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|
2017
Q1 | $1.57M | Buy |
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|
2016
Q4 | $1.41M | Buy |
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