Burkett Financial Services’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 | $1.06M | Sell |
27,925
-1,223
| -4% | -$46.4K | 0.38% | 23 |
|
|
2025
Q1 | $1.06M | Sell |
29,148
-636
| -2% | -$23.1K | 0.43% | 20 |
|
|
2024
Q4 | $1.04M | Buy |
29,784
+355
| +1% | +$12.3K | 0.42% | 21 |
|
|
2024
Q3 | $1.04M | Sell |
29,429
-297
| -1% | -$10.5K | 0.43% | 19 |
|
|
2024
Q2 | $1.06M | Sell |
29,726
-2,436
| -8% | -$86.6K | 0.54% | 16 |
|
|
2024
Q1 | $1.12M | Sell |
32,162
-1,961
| -6% | -$68.4K | 0.58% | 17 |
|
|
2023
Q4 | $1.08M | Buy |
+34,123
| New | +$1.08M | 0.6% | 16 |
|