Bogart Wealth LLC’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 | $20.7K | Sell |
546
-65
| -11% | -$2.47K | ﹤0.01% | 620 |
|
|
2025
Q1 | $22.2K | Buy |
611
+273
| +81% | +$9.91K | ﹤0.01% | 562 |
|
|
2024
Q4 | $11.7K | Hold |
338
| – | – | ﹤0.01% | 686 |
|
|
2024
Q3 | $12K | Hold |
338
| – | – | ﹤0.01% | 654 |
|
|
2024
Q2 | $12K | Hold |
338
| – | – | ﹤0.01% | 621 |
|
|
2024
Q1 | $11.8K | Hold |
338
| – | – | ﹤0.01% | 616 |
|
|
2023
Q4 | $10.7K | Hold |
338
| – | – | ﹤0.01% | 608 |
|
|
2023
Q3 | $10.2K | Hold |
338
| – | – | ﹤0.01% | 585 |
|
|
2023
Q2 | $10.5K | Hold |
338
| – | – | ﹤0.01% | 570 |
|
|
2023
Q1 | $9.96K | Hold |
338
| – | – | ﹤0.01% | 593 |
|
|
2022
Q4 | $9.13K | Hold |
338
| – | – | ﹤0.01% | 570 |
|
|
2022
Q3 | $10K | Hold |
338
| – | – | ﹤0.01% | 539 |
|
|
2022
Q2 | $11K | Hold |
338
| – | – | ﹤0.01% | 516 |
|
|
2022
Q1 | $11K | Hold |
338
| – | – | ﹤0.01% | 480 |
|
|
2021
Q4 | $12K | Buy |
+338
| New | +$12K | ﹤0.01% | 454 |
|