CIA
Compass Ion 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 | $325K | Sell |
8,570
-2,957
| -26% | -$112K | 0.04% | 204 |
|
|
2025
Q1 | $418K | Hold |
11,527
| – | – | 0.05% | 179 |
|
|
2024
Q4 | $401K | Buy |
11,527
+1,445
| +14% | +$50.2K | 0.05% | 184 |
|
|
2024
Q3 | $357K | Buy |
10,082
+1,660
| +20% | +$58.8K | 0.04% | 196 |
|
|
2024
Q2 | $294K | Hold |
8,422
| – | – | 0.04% | 192 |
|
|
2024
Q1 | $294K | Hold |
8,422
| – | – | 0.04% | 192 |
|
|
2023
Q4 | $265K | Sell |
8,422
-13,986
| -62% | -$441K | 0.04% | 200 |
|
|
2023
Q3 | $674K | Buy |
+22,408
| New | +$674K | 0.12% | 116 |
|