CAPTRUST Financial Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $295K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $43K | Sell |
|
|||||
|
2022
Q1 | $69K | Buy |
|
|||||
|
2021
Q4 | $65K | Hold |
|
|||||
|
2021
Q3 | $63K | Hold |
|
|||||
|
2021
Q2 | $63K | Buy |
|
|||||
|
2021
Q1 | $45K | Sell |
|
|||||
|
2020
Q4 | $44K | Buy |
|
|||||
|
2020
Q3 | $38K | Sell |
|
|||||
|
2020
Q2 | $43K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $6K | Hold |
|
|||||
|
2019
Q2 | $6K | Buy |
|