Choate Investment Advisors’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 | $837K | Hold |
22,056
| – | – | 0.02% | 213 |
|
|
2025
Q1 | $800K | Hold |
22,056
| – | – | 0.02% | 207 |
|
|
2024
Q4 | $766K | Hold |
22,056
| – | – | 0.02% | 219 |
|
|
2024
Q3 | $781K | Hold |
22,056
| – | – | 0.02% | 218 |
|
|
2024
Q2 | $784K | Hold |
22,056
| – | – | 0.02% | 210 |
|
|
2024
Q1 | $769K | Hold |
22,056
| – | – | 0.02% | 223 |
|
|
2023
Q4 | $695K | Hold |
22,056
| – | – | 0.02% | 224 |
|
|
2023
Q3 | $664K | Hold |
22,056
| – | – | 0.03% | 212 |
|
|
2023
Q2 | $684K | Hold |
22,056
| – | – | 0.03% | 179 |
|
|
2023
Q1 | $650K | Hold |
22,056
| – | – | 0.03% | 162 |
|
|
2022
Q4 | $596K | Hold |
22,056
| – | – | 0.04% | 167 |
|
|
2022
Q3 | $659K | Hold |
22,056
| – | – | 0.04% | 137 |
|
|
2022
Q2 | $702K | Buy |
+22,056
| New | +$702K | 0.04% | 139 |
|