Cerity Partners’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 | $6.92M | Buy |
182,424
+6,045
| +3% | +$229K | 0.01% | 678 |
|
|
2025
Q1 | $6.4M | Buy |
176,379
+8,562
| +5% | +$311K | 0.01% | 632 |
|
|
2024
Q4 | $5.83M | Buy |
167,817
+13,002
| +8% | +$452K | 0.01% | 655 |
|
|
2024
Q3 | $5.48M | Buy |
154,815
+4,654
| +3% | +$165K | 0.01% | 665 |
|
|
2024
Q2 | $5.34M | Buy |
150,161
+911
| +0.6% | +$32.4K | 0.01% | 581 |
|
|
2024
Q1 | $5.12M | Buy |
149,250
+136,727
| +1,092% | +$4.69M | 0.01% | 641 |
|
|
2023
Q4 | $395K | Buy |
12,523
+516
| +4% | +$16.3K | ﹤0.01% | 1367 |
|
|
2023
Q3 | $361K | Buy |
+12,007
| New | +$361K | ﹤0.01% | 1082 |
|