AssetMark Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $469K | Sell |
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|
2025
Q2 | $827K | Sell |
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|
2025
Q1 | $1.59M | Buy |
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|
2024
Q4 | $534K | Buy |
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|
2024
Q3 | $542K | Sell |
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|
2024
Q2 | $1.29M | Sell |
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|
2024
Q1 | $1.71M | Buy |
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|
2023
Q4 | $87.9K | Sell |
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|
2023
Q3 | $172K | Buy |
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|
2023
Q2 | $86.5K | Hold |
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|
2023
Q1 | $82.2K | Hold |
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|
2022
Q4 | $75.3K | Hold |
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|
2022
Q3 | $83K | Hold |
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|
2022
Q2 | $89K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $33K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $11K | Buy |
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|
2017
Q1 | $3K | Sell |
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|
2016
Q4 | $3K | Sell |
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|
2016
Q3 | $60K | Buy |
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