Cranbrook Wealth 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
Q3 | $498K | Hold |
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|
2025
Q2 | $477K | Hold |
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|
2025
Q1 | $456K | Sell |
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|
2024
Q4 | $445K | Hold |
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|
2024
Q3 | $454K | Sell |
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|
2024
Q2 | $562K | Sell |
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|
2024
Q1 | $599K | Hold |
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|
2023
Q4 | $541K | Hold |
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|
2023
Q3 | $517K | Hold |
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|
2023
Q2 | $532K | Hold |
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|
2023
Q1 | $506K | Sell |
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|
2022
Q4 | $490K | Hold |
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|
2022
Q3 | $542K | Hold |
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|
2022
Q2 | $577K | Hold |
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|
2022
Q1 | $616K | Hold |
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|
2021
Q4 | $641K | Hold |
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|
2021
Q3 | $624K | Hold |
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|
2021
Q2 | $629K | Hold |
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|
2021
Q1 | $598K | Hold |
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|
2020
Q4 | $553K | Hold |
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|
2020
Q3 | $500K | Hold |
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|
2020
Q2 | $501K | Sell |
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|
2020
Q1 | $454K | Sell |
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|
2019
Q4 | $778K | Sell |
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|
2019
Q3 | $793K | Buy |
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|
2019
Q2 | $771K | Sell |
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|
2019
Q1 | $839K | Hold |
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|
2018
Q4 | $751K | Hold |
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|
2018
Q3 | $871K | Hold |
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|
2018
Q2 | $861K | Hold |
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|
2018
Q1 | $835K | Hold |
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|
2017
Q4 | $863K | Hold |
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|
2017
Q3 | $842K | Hold |
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|
2017
Q2 | $826K | Sell |
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|
2017
Q1 | $845K | Buy |
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|
2016
Q4 | $584K | Buy |
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