Centaurus Financial’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 | $1.3M | Buy |
34,319
+1,517
| +5% | +$57.6K | 0.08% | 249 |
|
|
2025
Q1 | $1.19M | Buy |
32,802
+3,949
| +14% | +$143K | 0.07% | 245 |
|
|
2024
Q4 | $1M | Buy |
28,853
+207
| +0.7% | +$7.2K | 0.06% | 273 |
|
|
2024
Q3 | $1.02M | Buy |
28,646
+8,105
| +39% | +$287K | 0.06% | 254 |
|
|
2024
Q2 | $730K | Buy |
20,541
+1,386
| +7% | +$49.3K | 0.05% | 300 |
|
|
2024
Q1 | $668K | Buy |
19,155
+12,465
| +186% | +$435K | 0.05% | 325 |
|
|
2023
Q4 | $211K | Buy |
6,690
+445
| +7% | +$14K | 0.02% | 583 |
|
|
2023
Q3 | $188K | Buy |
+6,245
| New | +$188K | 0.02% | 583 |
|
|
2018
Q3 | – | Sell |
-444
| Closed | -$13K | – | 1172 |
|
|
2018
Q2 | $13K | Buy |
+444
| New | +$13K | ﹤0.01% | 1445 |
|