Creative Planning’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
Q2 | $961K | Buy |
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|
2025
Q1 | $826K | Sell |
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|
2024
Q4 | $990K | Sell |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $327K | Buy |
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|
2023
Q2 | $243K | Buy |
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|
2023
Q1 | $209K | Sell |
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|
2022
Q4 | $228K | Sell |
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|
2022
Q3 | $372K | Buy |
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|
2022
Q2 | $22K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $412K | Hold |
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|
2018
Q4 | $368K | Hold |
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|
2018
Q3 | $427K | Hold |
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|
2018
Q2 | $423K | Hold |
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|
2018
Q1 | $410K | Hold |
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|
2017
Q4 | $424K | Hold |
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|
2017
Q3 | $413K | Hold |
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|
2017
Q2 | $406K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $14K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $146K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $82K | Buy |
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