Concorde Asset Management’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
Q1 | $466K | Buy |
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|
2024
Q4 | $463K | Sell |
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|
2024
Q3 | $487K | Sell |
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|
2024
Q2 | $503K | Sell |
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|
2024
Q1 | $592K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $365K | Buy |
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|
2018
Q2 | $255K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.5M | Sell |
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|
2017
Q3 | $1.52M | Buy |
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|
2017
Q2 | $1.09M | Buy |
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