CLA (CliftonLarsonAllen) Wealth Advisors’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 | $400K | Hold |
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|
2025
Q2 | $383K | Hold |
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|
2025
Q1 | $367K | Hold |
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|
2024
Q4 | $351K | Hold |
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|
2024
Q3 | $358K | Sell |
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|
2024
Q2 | $371K | Buy |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $327K | Hold |
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|
2023
Q3 | $312K | Hold |
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|
2023
Q2 | $321K | Hold |
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|
2023
Q1 | $305K | Sell |
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|
2022
Q4 | $317K | Hold |
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|
2022
Q3 | $351K | Hold |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $478K | Buy |
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|
2021
Q4 | $495K | Sell |
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|
2021
Q3 | $748K | Sell |
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|
2021
Q2 | $783K | Sell |
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|
2021
Q1 | $806K | Sell |
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|
2020
Q4 | $790K | Hold |
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|
2020
Q3 | $714K | Hold |
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|
2020
Q2 | $715K | Buy |
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|
2019
Q4 | $1.64M | Sell |
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|
2019
Q3 | $5.94M | Sell |
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|
2019
Q2 | $7.03M | Buy |
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|
2019
Q1 | $6.71M | Sell |
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|
2018
Q4 | $6.49M | Sell |
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|
2018
Q3 | $8.88M | Buy |
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|
2018
Q2 | $8.6M | Sell |
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|
2018
Q1 | $8.39M | Buy |
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|
2017
Q4 | $7.93M | Buy |
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|
2017
Q3 | $5.76M | Sell |
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|
2017
Q2 | $5.66M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $258K | Sell |
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|
2016
Q2 | $4.46M | Buy |
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|
2016
Q1 | $3.52M | Buy |
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|
2015
Q4 | $2.41M | Buy |
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|
2015
Q3 | $1.73M | Buy |
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|
2015
Q2 | $807K | Buy |
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