Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.48M | Sell |
41,713
-6,787
| -14% | -$240K | 0.8% | 26 |
|
|
2024
Q2 | $1.72M | Sell |
48,500
-1,348
| -3% | -$47.9K | 0.99% | 21 |
|
|
2024
Q1 | $1.74M | Buy |
49,848
+14,594
| +41% | +$509K | 1.05% | 23 |
|
|
2023
Q4 | $1.11M | Buy |
35,254
+925
| +3% | +$29.1K | 0.75% | 30 |
|
|
2023
Q3 | $1.03M | Buy |
34,329
+3,029
| +10% | +$91.2K | 0.79% | 28 |
|
|
2023
Q2 | $970K | Buy |
31,300
+248
| +0.8% | +$7.69K | 0.73% | 32 |
|
|
2023
Q1 | $915K | Sell |
31,052
-3,036
| -9% | -$89.5K | 0.74% | 32 |
|
|
2022
Q4 | $920K | Buy |
34,088
+1,845
| +6% | +$49.8K | 0.8% | 30 |
|
|
2022
Q3 | $964K | Buy |
32,243
+1,134
| +4% | +$33.9K | 0.91% | 26 |
|
|
2022
Q2 | $990K | Buy |
31,109
+64
| +0.2% | +$2.04K | 0.91% | 25 |
|
|
2022
Q1 | $1.05M | Sell |
31,045
-1,036
| -3% | -$35.2K | 0.83% | 28 |
|
|
2021
Q4 | $1.13M | Buy |
+32,081
| New | +$1.13M | 0.92% | 24 |
|