CWA
Clearview Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,984
| Closed | -$253K | – | 104 |
|
|
2025
Q1 | $253K | Buy |
+6,984
| New | +$253K | 0.19% | 92 |
|
|
2024
Q4 | – | Sell |
-9,241
| Closed | -$327K | – | 97 |
|
|
2024
Q3 | $327K | Sell |
9,241
-4,132
| -31% | -$146K | 0.25% | 70 |
|
|
2024
Q2 | $475K | Buy |
+13,373
| New | +$475K | 0.42% | 48 |
|