CAM
Cobblestone Asset Management’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 |
-36,807
| Closed | -$1.34M | – | 71 |
|
|
2025
Q1 | $1.34M | Buy |
+36,807
| New | +$1.34M | 0.78% | 30 |
|
|
2024
Q3 | – | Sell |
-38,459
| Closed | -$1.37M | – | 46 |
|
|
2024
Q2 | $1.37M | Sell |
38,459
-34,344
| -47% | -$1.22M | 0.89% | 19 |
|
|
2024
Q1 | $2.54M | Buy |
+72,803
| New | +$2.54M | 1.72% | 16 |
|