Carson Wealth (CWM LLC)’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 | $1.71M | Sell |
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|
2025
Q2 | $12.4M | Sell |
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|
2025
Q1 | $77M | Buy |
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|
2024
Q4 | $13.7M | Buy |
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|
2024
Q3 | $13.8M | Sell |
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|
2024
Q2 | $87.8M | Sell |
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|
2024
Q1 | $94M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $7K | Buy |
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|
2023
Q2 | $7K | Buy |
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|
2023
Q1 | $4K | Sell |
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|
2022
Q4 | $10K | Sell |
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|
2022
Q3 | $131K | Buy |
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|
2022
Q2 | $49K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $33K | Sell |
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|
2018
Q3 | $45K | Sell |
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|
2018
Q2 | $87K | Buy |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $6K | Hold |
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|
2017
Q3 | $6K | Hold |
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|
2017
Q2 | $6K | Sell |
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|
2017
Q1 | $7K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $20K | Hold |
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|
2016
Q2 | $20K | Buy |
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