Bigelow Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
82,482
+14,458
| +21% | +$549K | 1.38% | 14 |
|
|
2025
Q1 | $2.47M | Buy |
68,024
+101
| +0.1% | +$3.67K | 1.17% | 19 |
|
|
2024
Q4 | $2.36M | Buy |
67,923
+12,653
| +23% | +$440K | 1.11% | 20 |
|
|
2024
Q3 | $1.96M | Buy |
55,270
+8,991
| +19% | +$318K | 0.87% | 28 |
|
|
2024
Q2 | $1.65M | Buy |
46,279
+10,210
| +28% | +$363K | 0.79% | 31 |
|
|
2024
Q1 | $1.26M | Buy |
36,069
+15,879
| +79% | +$554K | 0.62% | 47 |
|
|
2023
Q4 | $636K | Buy |
20,190
+10,274
| +104% | +$324K | 0.34% | 83 |
|
|
2023
Q3 | $298K | Buy |
9,916
+2,975
| +43% | +$89.5K | 0.17% | 121 |
|
|
2023
Q2 | $215K | Buy |
+6,941
| New | +$215K | 0.12% | 145 |
|
|
2021
Q3 | – | Sell |
-8,733
| Closed | -$303K | – | 143 |
|
|
2021
Q2 | $303K | Hold |
8,733
| – | – | 0.15% | 118 |
|
|
2021
Q1 | $288K | Sell |
8,733
-369
| -4% | -$12.2K | 0.15% | 121 |
|
|
2020
Q4 | $277K | Sell |
9,102
-200
| -2% | -$6.09K | 0.15% | 123 |
|
|
2020
Q3 | $256K | Sell |
9,302
-891
| -9% | -$24.5K | 0.15% | 125 |
|
|
2020
Q2 | $281K | Sell |
10,193
-1,850
| -15% | -$51K | 0.18% | 118 |
|
|
2020
Q1 | $292K | Sell |
12,043
-4,642
| -28% | -$113K | 0.22% | 114 |
|
|
2019
Q4 | $509K | Buy |
16,685
+347
| +2% | +$10.6K | 0.3% | 95 |
|
|
2019
Q3 | $489K | Buy |
16,338
+13
| +0.1% | +$389 | 0.31% | 92 |
|
|
2019
Q2 | $487K | Hold |
16,325
| – | – | 0.33% | 88 |
|
|
2019
Q1 | $471K | Sell |
16,325
-661
| -4% | -$19.1K | 0.33% | 90 |
|
|
2018
Q4 | $438K | Sell |
16,986
-574
| -3% | -$14.8K | 0.33% | 89 |
|
|
2018
Q3 | $526K | Sell |
17,560
-685
| -4% | -$20.5K | 0.35% | 83 |
|
|
2018
Q2 | $540K | Sell |
18,245
-370
| -2% | -$11K | 0.37% | 79 |
|
|
2018
Q1 | $535K | Sell |
18,615
-130
| -0.7% | -$3.74K | 0.36% | 82 |
|
|
2017
Q4 | $556K | Buy |
+18,745
| New | +$556K | 0.55% | 52 |
|