Braun-Bostich & Associates’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 | – | Sell |
-30,340
| Closed | -$1.1M | – | 120 |
|
|
2025
Q1 | $1.1M | Buy |
+30,340
| New | +$1.1M | 0.81% | 34 |
|
|
2024
Q3 | – | Sell |
-38,948
| Closed | -$1.38M | – | 118 |
|
|
2024
Q2 | $1.38M | Buy |
38,948
+19,943
| +105% | +$709K | 1.03% | 29 |
|
|
2024
Q1 | $663K | Buy |
+19,005
| New | +$663K | 0.56% | 53 |
|
|
2019
Q2 | – | Sell |
-1,038
| Closed | -$30K | – | 323 |
|
|
2019
Q1 | $30K | Hold |
1,038
| – | – | 0.03% | 221 |
|
|
2018
Q4 | $27K | Hold |
1,038
| – | – | 0.03% | 203 |
|
|
2018
Q3 | $31K | Sell |
1,038
-37,426
| -97% | -$1.12M | 0.03% | 203 |
|
|
2018
Q2 | $1.14M | Sell |
38,464
-15,097
| -28% | -$447K | 1.14% | 23 |
|
|
2018
Q1 | $1.54M | Buy |
53,561
+430
| +0.8% | +$12.3K | 1.33% | 21 |
|
|
2017
Q4 | $1.58M | Buy |
+53,131
| New | +$1.58M | 1.34% | 23 |
|