Alera Investment Advisors’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
2024
Q3
Sell
-194,403
Closed -$6.91M 299
2024
Q2
$6.91M Buy
+194,403
New +$6.91M 0.83% 28
2019
Q2
Sell
-390
Closed -$11K 461
2019
Q1
$11K Sell
390
-374
-49% -$10.5K 0.01% 444
2018
Q4
$20K Buy
+764
New +$20K 0.01% 278