Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 2134 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 1961 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 1824 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1743 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1673 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 1699 |
|
|
2018
Q1 | – | Sell |
-7,445
| Closed | -$221K | – | 116 |
|
|
2017
Q4 | $221K | Buy |
+7,445
| New | +$221K | 0.07% | 96 |
|