Cornerstone Planning Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Buy |
106,623
+5,510
| +5% | +$208K | 0.82% | 21 |
|
|
2025
Q1 | $3.57M | Buy |
101,113
+440
| +0.4% | +$15.5K | 0.85% | 18 |
|
|
2024
Q4 | $3.63M | Buy |
100,673
+1,331
| +1% | +$48K | 0.89% | 18 |
|
|
2024
Q3 | $3.51M | Buy |
99,342
+1,539
| +2% | +$54.4K | 0.93% | 18 |
|
|
2024
Q2 | $3.16M | Buy |
97,803
+884
| +0.9% | +$28.6K | 0.91% | 18 |
|
|
2024
Q1 | $3.36M | Buy |
96,919
+6,282
| +7% | +$218K | 1.05% | 16 |
|
|
2023
Q4 | $2.86M | Buy |
90,637
+13,899
| +18% | +$438K | 0.94% | 17 |
|
|
2023
Q3 | $2.31M | Buy |
76,738
+30,701
| +67% | +$924K | 0.88% | 18 |
|
|
2023
Q2 | $1.43M | Buy |
+46,037
| New | +$1.43M | 0.56% | 21 |
|
|
2022
Q4 | $1.26M | Buy |
+44,166
| New | +$1.26M | 0.53% | 36 |
|