Allie Family Office’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 | $289K | Sell |
7,607
-4,085
| -35% | -$155K | 0.14% | 70 |
|
|
2025
Q1 | $424K | Buy |
11,692
+4,085
| +54% | +$148K | 0.23% | 57 |
|
|
2024
Q4 | $264K | Buy |
7,607
+71
| +0.9% | +$2.47K | 0.15% | 72 |
|
|
2024
Q3 | $267K | Sell |
7,536
-8,874
| -54% | -$314K | 0.14% | 72 |
|
|
2024
Q2 | $583K | Hold |
16,410
| – | – | 0.35% | 47 |
|
|
2024
Q1 | $572K | Hold |
16,410
| – | – | 0.34% | 43 |
|
|
2023
Q4 | $517K | Buy |
+16,410
| New | +$517K | 0.36% | 41 |
|