Atria Wealth Solutions’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 | $5.32M | Sell |
140,398
-158,627
| -53% | -$6.01M | 0.12% | 203 |
|
|
2025
Q1 | $10.9M | Buy |
299,025
+155,032
| +108% | +$5.63M | 0.13% | 169 |
|
|
2024
Q4 | $5M | Sell |
143,993
-11,241
| -7% | -$391K | 0.05% | 348 |
|
|
2024
Q3 | $5.5M | Sell |
155,234
-155,260
| -50% | -$5.5M | 0.06% | 317 |
|
|
2024
Q2 | $11M | Sell |
310,494
-53,620
| -15% | -$1.91M | 0.12% | 174 |
|
|
2024
Q1 | $12.7M | Buy |
364,114
+253,940
| +230% | +$8.86M | 0.14% | 151 |
|
|
2023
Q4 | $3.47M | Sell |
110,174
-6,531
| -6% | -$206K | 0.04% | 413 |
|
|
2023
Q3 | $3.51M | Buy |
116,705
+4,657
| +4% | +$140K | 0.05% | 386 |
|
|
2023
Q2 | $3.47M | Buy |
112,048
+628
| +0.6% | +$19.5K | 0.05% | 384 |
|
|
2023
Q1 | $3.28M | Buy |
111,420
+12,788
| +13% | +$377K | 0.05% | 381 |
|
|
2022
Q4 | $2.66M | Buy |
98,632
+34,475
| +54% | +$931K | 0.04% | 420 |
|
|
2022
Q3 | $1.92M | Sell |
64,157
-18,214
| -22% | -$545K | 0.03% | 493 |
|
|
2022
Q2 | $2.62M | Buy |
82,371
+24,281
| +42% | +$773K | 0.05% | 354 |
|
|
2022
Q1 | $1.97M | Buy |
+58,090
| New | +$1.97M | 0.03% | 486 |
|