Benjamin Edwards Inc’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
Q1 | – | Sell |
-22,463
| Closed | -$781K | – | 1113 |
|
2024
Q4 | $781K | Buy |
22,463
+552
| +3% | +$19.2K | 0.01% | 688 |
|
2024
Q3 | $776K | Buy |
+21,911
| New | +$776K | 0.01% | 661 |
|
2023
Q1 | – | Sell |
-73
| Closed | -$2K | – | 724 |
|
2022
Q4 | $2K | Buy |
73
+8
| +12% | +$219 | ﹤0.01% | 681 |
|
2022
Q3 | $2K | Buy |
65
+2
| +3% | +$62 | ﹤0.01% | 657 |
|
2022
Q2 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 663 |
|