Cape Investment Advisory’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 | $9.6K | Sell |
253
-1,556
| -86% | -$59.1K | ﹤0.01% | 642 |
|
|
2025
Q1 | $65.6K | Buy |
1,809
+1,503
| +491% | +$54.5K | 0.03% | 303 |
|
|
2024
Q4 | $10.6K | Sell |
306
-43
| -12% | -$1.49K | ﹤0.01% | 571 |
|
|
2024
Q3 | $12.4K | Sell |
349
-508
| -59% | -$18K | 0.01% | 530 |
|
|
2024
Q2 | $30.5K | Sell |
857
-429
| -33% | -$15.3K | 0.01% | 369 |
|
|
2024
Q1 | $44.9K | Buy |
+1,286
| New | +$44.9K | 0.02% | 323 |
|