CWM
Cedar Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $942K | Hold |
24,812
| – | – | 0.32% | 31 |
|
|
2025
Q1 | $900K | Hold |
24,812
| – | – | 0.32% | 31 |
|
|
2024
Q4 | $862K | Hold |
24,812
| – | – | 0.31% | 30 |
|
|
2024
Q3 | $879K | Hold |
24,812
| – | – | 0.27% | 47 |
|
|
2024
Q2 | $882K | Hold |
24,812
| – | – | 0.29% | 49 |
|
|
2024
Q1 | $865K | Hold |
24,812
| – | – | 0.28% | 45 |
|
|
2023
Q4 | $782K | Hold |
24,812
| – | – | 0.28% | 47 |
|
|
2023
Q3 | $747K | Hold |
24,812
| – | – | 0.3% | 48 |
|
|
2023
Q2 | $769K | Hold |
24,812
| – | – | 0.3% | 47 |
|
|
2023
Q1 | $731K | Buy |
+24,812
| New | +$731K | 0.3% | 47 |
|