Aspire Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$1.48M Sell
2024
Q2
$1.72M Sell
2024
Q1
$1.74M Buy
2023
Q4
$1.11M Buy
2023
Q3
$1.03M Buy
2023
Q2
$970K Buy
2023
Q1
$915K Sell
2022
Q4
$920K Buy
2022
Q3
$964K Buy
2022
Q2
$990K Buy
2022
Q1
$1.05M Sell
2021
Q4
$1.13M Buy