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Bellwether Advisors’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 | $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 | +$41.1K | 0.01% | 242 |
|
|
2023
Q2 | – | Sell |
-1,270
| Closed | -$37.4K | – | 251 |
|
|
2023
Q1 | $37.4K | Hold |
1,270
| – | – | 0.01% | 205 |
|
|
2022
Q4 | $34.3K | Sell |
1,270
-1,651
| -57% | -$44.6K | 0.01% | 212 |
|
|
2022
Q3 | $87K | Sell |
2,921
-815
| -22% | -$24.3K | 0.03% | 131 |
|
|
2022
Q2 | $118K | Sell |
3,736
-6,397
| -63% | -$202K | 0.04% | 131 |
|
|
2022
Q1 | $343K | Hold |
10,133
| – | – | 0.1% | 120 |
|
|
2021
Q4 | $357K | Sell |
10,133
-602
| -6% | -$21.2K | 0.11% | 104 |
|
|
2021
Q3 | $369K | Sell |
10,735
-224
| -2% | -$7.7K | 0.12% | 124 |
|
|
2021
Q2 | $379K | Sell |
10,959
-120
| -1% | -$4.15K | 0.13% | 105 |
|
|
2021
Q1 | $365K | Sell |
11,079
-5,368
| -33% | -$177K | 0.14% | 87 |
|
|
2020
Q4 | $501K | Buy |
+16,447
| New | +$501K | 0.22% | 71 |
|