Atria Investments’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 | $1.57M | Sell |
41,396
-142,549
| -77% | -$5.41M | 0.02% | 830 |
|
|
2025
Q1 | $6.68M | Buy |
183,945
+135,891
| +283% | +$4.93M | 0.09% | 271 |
|
|
2024
Q4 | $1.67M | Sell |
48,054
-448
| -0.9% | -$15.6K | 0.02% | 757 |
|
|
2024
Q3 | $1.72M | Sell |
48,502
-189,377
| -80% | -$6.71M | 0.02% | 721 |
|
|
2024
Q2 | $8.46M | Sell |
237,879
-101,752
| -30% | -$3.62M | 0.11% | 201 |
|
|
2024
Q1 | $11.8M | Buy |
339,631
+286,413
| +538% | +$9.99M | 0.16% | 144 |
|
|
2023
Q4 | $1.68M | Buy |
+53,218
| New | +$1.68M | 0.03% | 666 |
|
|
2018
Q2 | – | Sell |
-557,306
| Closed | -$16M | – | 972 |
|
|
2018
Q1 | $16M | Sell |
557,306
-7,992
| -1% | -$230K | 0.77% | 22 |
|
|
2017
Q4 | $16.8M | Buy |
565,298
+193,722
| +52% | +$5.75M | 0.83% | 18 |
|
|
2017
Q3 | $10.8M | Sell |
371,576
-30,004
| -7% | -$868K | 0.59% | 31 |
|
|
2017
Q2 | $11.4M | Buy |
401,580
+154,922
| +63% | +$4.4M | 0.7% | 25 |
|
|
2017
Q1 | $6.79M | Buy |
246,658
+132,055
| +115% | +$3.63M | 0.44% | 38 |
|
|
2016
Q4 | $2.99M | Buy |
114,603
+98,616
| +617% | +$2.58M | 0.23% | 78 |
|
|
2016
Q3 | $397K | Buy |
+15,987
| New | +$397K | 0.04% | 351 |
|
|
2016
Q1 | – | Sell |
-98,911
| Closed | -$2.34M | – | 455 |
|
|
2015
Q4 | $2.34M | Buy |
98,911
+2,912
| +3% | +$69K | 0.26% | 61 |
|
|
2015
Q3 | $2.36M | Buy |
95,999
+2,996
| +3% | +$73.7K | 0.33% | 53 |
|
|
2015
Q2 | $2.54M | Buy |
+93,003
| New | +$2.54M | 0.3% | 51 |
|