Burns Matteson Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
63,086
+27,164
| +76% | +$1.03M | 1.16% | 21 |
|
|
2025
Q1 | $1.3M | Buy |
35,922
+3,111
| +9% | +$113K | 0.7% | 29 |
|
|
2024
Q4 | $1.14M | Buy |
32,811
+2,298
| +8% | +$79.9K | 0.64% | 33 |
|
|
2024
Q3 | $1.08M | Buy |
30,513
+7,273
| +31% | +$258K | 0.61% | 35 |
|
|
2024
Q2 | $826K | Buy |
23,240
+6,916
| +42% | +$246K | 0.52% | 41 |
|
|
2024
Q1 | $569K | Buy |
+16,324
| New | +$569K | 0.37% | 56 |
|