Bell Investment Advisors’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 | $2.66K | Sell |
70
-1,202
| -94% | -$45.6K | ﹤0.01% | 1249 |
|
|
2025
Q1 | $46.2K | Hold |
1,272
| – | – | 0.01% | 231 |
|
|
2024
Q4 | $44.2K | Hold |
1,272
| – | – | 0.01% | 237 |
|
|
2024
Q3 | $45.1K | Hold |
1,272
| – | – | 0.01% | 235 |
|
|
2024
Q2 | $45.2K | Hold |
1,272
| – | – | 0.01% | 230 |
|
|
2024
Q1 | $44.4K | Buy |
1,272
+396
| +45% | +$13.8K | 0.01% | 223 |
|
|
2023
Q4 | $27.6K | Buy |
+876
| New | +$27.6K | 0.01% | 278 |
|