Bellwether Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-1,184
Closed -$44.9K 316
2025
Q2
$44.9K Hold
1,184
0.01% 231
2025
Q1
$43K Hold
1,184
0.01% 229
2024
Q4
$41.1K Buy
+1,184
New +$41.7K 0.01% 242
2023
Q2
Sell
-1,270
Closed -$37.4K 243
2023
Q1
$37.4K Hold
1,270
0.01% 205
2022
Q4
$34.3K Sell
1,270
-1,651
-57% -$50.6K 0.01% 212
2022
Q3
$87K Sell
2,921
-815
-22% -$26K 0.03% 131
2022
Q2
$118K Sell
3,736
-6,397
-63% -$212K 0.04% 131
2022
Q1
$343K Hold
10,133
0.1% 120
2021
Q4
$357K Sell
10,133
-602
-6% -$21.3K 0.11% 104
2021
Q3
$369K Sell
10,735
-224
-2% -$7.78K 0.12% 124
2021
Q2
$379K Sell
10,959
-120
-1% -$4.08K 0.13% 105
2021
Q1
$365K Sell
11,079
-5,368
-33% -$171K 0.14% 87
2020
Q4
$501K Buy
+16,447
New +$480K 0.22% 71

Other funds holding HEFA