Arete Wealth 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 |
-27,808
| Closed | -$987K | – | 753 |
|
|
2024
Q2 | $987K | Sell |
27,808
-2,008
| -7% | -$71.3K | 0.08% | 238 |
|
|
2024
Q1 | $1.04M | Buy |
+29,816
| New | +$1.04M | 0.1% | 204 |
|
|
2021
Q1 | – | Sell |
-7,075
| Closed | -$216K | – | 430 |
|
|
2020
Q4 | $216K | Sell |
7,075
-1,507
| -18% | -$46K | 0.03% | 367 |
|
|
2020
Q3 | $237K | Buy |
+8,582
| New | +$237K | 0.04% | 327 |
|