Chicago Partners Investment Group’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 | $299K | Hold |
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|
2025
Q2 | $280K | Hold |
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|
2025
Q1 | $267K | Hold |
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|
2024
Q4 | $257K | Hold |
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|
2024
Q3 | $255K | Hold |
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|
2024
Q2 | $254K | Hold |
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|
2024
Q1 | $251K | Hold |
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|
2023
Q4 | $232K | Buy |
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|
2023
Q3 | $208K | Hold |
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|
2023
Q2 | $218K | Buy |
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|
2023
Q1 | $213K | Hold |
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|
2022
Q4 | $207K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $201K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $150K | Hold |
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|
2018
Q2 | $163K | Hold |
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|
2018
Q1 | $158K | Hold |
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|
2017
Q4 | $163K | Hold |
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|
2017
Q3 | $159K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $151K | Buy |
|