Arkadios 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Sell |
11,736
-3,718
| -24% | -$141K | 0.01% | 874 |
|
|
2025
Q1 | $561K | Buy |
15,454
+3,981
| +35% | +$144K | 0.02% | 665 |
|
|
2024
Q4 | $399K | Sell |
11,473
-1,175
| -9% | -$40.8K | 0.02% | 633 |
|
|
2024
Q3 | $448K | Sell |
12,648
-2,107
| -14% | -$74.6K | 0.03% | 580 |
|
|
2024
Q2 | $525K | Buy |
14,755
+4,823
| +49% | +$171K | 0.04% | 456 |
|
|
2024
Q1 | $346K | Buy |
9,932
+1,564
| +19% | +$54.6K | 0.03% | 490 |
|
|
2023
Q4 | $264K | Buy |
+8,368
| New | +$264K | 0.02% | 560 |
|