Belpointe Asset 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
2024
Q2
Sell
-30,219
Closed -$1.05M 888
2024
Q1
$1.05M Buy
+30,219
New +$1.05M 0.08% 248
2018
Q2
Sell
-18,456
Closed -$530K 360
2018
Q1
$530K Sell
18,456
-1,205
-6% -$34.6K 0.15% 142
2017
Q4
$584K Buy
+19,661
New +$584K 0.13% 185