Axxcess Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Buy |
97,422
+29,210
| +43% | +$1.11M | 0.09% | 184 |
|
|
2025
Q1 | $2.48M | Buy |
68,212
+3,177
| +5% | +$115K | 0.07% | 231 |
|
|
2024
Q4 | $2.26M | Buy |
65,035
+6,520
| +11% | +$227K | 0.05% | 247 |
|
|
2024
Q3 | $2.07M | Buy |
58,515
+4,769
| +9% | +$169K | 0.05% | 258 |
|
|
2024
Q2 | $1.91M | Buy |
53,746
+4,612
| +9% | +$164K | 0.05% | 259 |
|
|
2024
Q1 | $1.71M | Buy |
+49,134
| New | +$1.71M | 0.05% | 275 |
|