Bay Harbor Wealth Management’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 | $2.92K | Sell |
77
-35,214
| -100% | -$1.34M | ﹤0.01% | 247 |
|
|
2025
Q1 | $1.28M | Buy |
35,291
+35,207
| +41,913% | +$1.28M | 0.41% | 35 |
|
|
2024
Q4 | $2.92K | Sell |
84
-1,414
| -94% | -$49.1K | ﹤0.01% | 148 |
|
|
2024
Q3 | $53.1K | Sell |
1,498
-49,512
| -97% | -$1.75M | 0.02% | 98 |
|
|
2024
Q2 | $1.81M | Sell |
51,010
-23,054
| -31% | -$820K | 0.63% | 30 |
|
|
2024
Q1 | $2.58M | Buy |
+74,064
| New | +$2.58M | 0.93% | 27 |
|
|
2019
Q3 | – | Sell |
-271
| Closed | -$8K | – | 374 |
|
|
2019
Q2 | $8K | Buy |
+271
| New | +$8K | 0.01% | 242 |
|
|
2019
Q1 | – | Sell |
-85
| Closed | -$2K | – | 405 |
|
|
2018
Q4 | $2K | Buy |
+85
| New | +$2K | ﹤0.01% | 321 |
|