Ameliora Wealth Management’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 | $291K | Sell |
7,665
-3,646
| -32% | -$138K | 0.1% | 87 |
|
|
2025
Q1 | $410K | Hold |
11,311
| – | – | 0.15% | 67 |
|
|
2024
Q4 | $393K | Sell |
11,311
-7,500
| -40% | -$261K | 0.15% | 71 |
|
|
2024
Q3 | $666K | Sell |
18,811
-5,000
| -21% | -$177K | 0.28% | 46 |
|
|
2024
Q2 | $847K | Sell |
23,811
-37,662
| -61% | -$1.34M | 0.38% | 43 |
|
|
2024
Q1 | $2.14M | Sell |
61,473
-1,173
| -2% | -$40.8K | 0.97% | 33 |
|
|
2023
Q4 | $1.97M | Buy |
62,646
+6,062
| +11% | +$191K | 0.98% | 34 |
|
|
2023
Q3 | $1.7M | Sell |
56,584
-3,804
| -6% | -$115K | 1.01% | 35 |
|
|
2023
Q2 | $1.87M | Buy |
60,388
+6,354
| +12% | +$197K | 1.16% | 31 |
|
|
2023
Q1 | $1.59M | Buy |
+54,034
| New | +$1.59M | 0.93% | 38 |
|