CIA
Concurrent Investment 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 | $3.76M | Sell |
99,074
-12,002
| -11% | -$456K | 0.07% | 277 |
|
|
2025
Q1 | $4.03M | Buy |
111,076
+5,090
| +5% | +$185K | 0.1% | 226 |
|
|
2024
Q4 | $3.68M | Buy |
105,986
+3,059
| +3% | +$106K | 0.1% | 206 |
|
|
2024
Q3 | $3.65M | Sell |
102,927
-7,074
| -6% | -$251K | 0.11% | 196 |
|
|
2024
Q2 | $3.91M | Sell |
110,001
-2,589
| -2% | -$92.1K | 0.13% | 167 |
|
|
2024
Q1 | $3.93M | Buy |
112,590
+12,795
| +13% | +$446K | 0.16% | 141 |
|
|
2023
Q4 | $3.14M | Buy |
+99,795
| New | +$3.14M | 0.15% | 154 |
|