BlackDiamond Wealth 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
Q3
Sell
-38,108
Closed -$1.27M 166
2024
Q2
$1.27M Buy
38,108
+7,588
+25% +$254K 0.84% 37
2024
Q1
$1.06M Buy
+30,520
New +$1.06M 0.76% 40