Aptus Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Sell |
4,177
-618
| -13% | -$23.5K | ﹤0.01% | 982 |
|
|
2025
Q1 | $174K | Buy |
4,795
+512
| +12% | +$18.6K | ﹤0.01% | 916 |
|
|
2024
Q4 | $149K | Buy |
4,283
+750
| +21% | +$26.1K | ﹤0.01% | 933 |
|
|
2024
Q3 | $125K | Sell |
3,533
-10
| -0.3% | -$354 | ﹤0.01% | 829 |
|
|
2024
Q2 | $126K | Sell |
3,543
-5
| -0.1% | -$178 | ﹤0.01% | 789 |
|
|
2024
Q1 | $124K | Buy |
+3,548
| New | +$124K | ﹤0.01% | 788 |
|
|
2020
Q1 | – | Sell |
-40
| Closed | -$1K | – | 425 |
|
|
2019
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 444 |
|
|
2019
Q3 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 423 |
|