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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $838K | Sell |
19,712
-1,916
| -9% | -$82.5K | ﹤0.01% | 2605 |
|
|
2025
Q4 | $895K | Sell |
21,628
-3,001
| -12% | -$123K | ﹤0.01% | 2371 |
|
|
2025
Q3 | $976K | Sell |
24,629
-682
| -3% | -$26.3K | ﹤0.01% | 2134 |
|
|
2025
Q2 | $961K | Buy |
25,311
+2,554
| +11% | +$93.4K | ﹤0.01% | 1886 |
|
|
2025
Q1 | $826K | Sell |
22,757
-5,746
| -20% | -$209K | ﹤0.01% | 1875 |
|
|
2024
Q4 | $990K | Sell |
28,503
-3,594
| -11% | -$127K | ﹤0.01% | 1647 |
|
|
2024
Q3 | $1.14M | Sell |
32,097
-1,063
| -3% | -$36.9K | ﹤0.01% | 1424 |
|
|
2024
Q2 | $1.18M | Buy |
33,160
+1,205
| +4% | +$42.3K | ﹤0.01% | 1290 |
|
|
2024
Q1 | $1.11M | Buy |
31,955
+21,363
| +202% | +$703K | ﹤0.01% | 1268 |
|
|
2023
Q4 | $334K | Sell |
10,592
-257
| -2% | -$7.83K | ﹤0.01% | 2013 |
|
|
2023
Q3 | $327K | Buy |
10,849
+3,004
| +38% | +$90.9K | ﹤0.01% | 1860 |
|
|
2023
Q2 | $243K | Buy |
7,845
+745
| +10% | +$22.6K | ﹤0.01% | 2069 |
|
|
2023
Q1 | $209K | Sell |
7,100
-1,327
| -16% | -$38.3K | ﹤0.01% | 2101 |
|
|
2022
Q4 | $228K | Sell |
8,427
-4,018
| -32% | -$123K | ﹤0.01% | 1929 |
|
|
2022
Q3 | $372K | Buy |
12,445
+11,750
| +1,691% | +$374K | ﹤0.01% | 1519 |
|
|
2022
Q2 | $22K | Buy |
+695
| New | +$23K | ﹤0.01% | 2131 |
|
|
2019
Q2 | – | Sell |
-14,276
| Closed | -$412K | – | 2057 |
|
|
2019
Q1 | $412K | Hold |
14,276
| – | – | ﹤0.01% | 1147 |
|
|
2018
Q4 | $368K | Hold |
14,276
| – | – | ﹤0.01% | 1114 |
|
|
2018
Q3 | $427K | Hold |
14,276
| – | – | ﹤0.01% | 1182 |
|
|
2018
Q2 | $423K | Hold |
14,276
| – | – | ﹤0.01% | 1161 |
|
|
2018
Q1 | $410K | Hold |
14,276
| – | – | ﹤0.01% | 1181 |
|
|
2017
Q4 | $424K | Hold |
14,276
| – | – | ﹤0.01% | 1169 |
|
|
2017
Q3 | $413K | Hold |
14,276
| – | – | ﹤0.01% | 1138 |
|
|
2017
Q2 | $406K | Buy |
+14,276
| New | +$404K | ﹤0.01% | 1124 |
|
|
2017
Q1 | – | Sell |
-549
| Closed | -$14K | – | 4763 |
|
|
2016
Q4 | $14K | Buy |
+549
| New | +$13.9K | ﹤0.01% | 3312 |
|
|
2016
Q3 | – | Sell |
-6,097
| Closed | -$146K | – | 4643 |
|
|
2016
Q2 | $146K | Buy |
+6,097
| New | +$146K | ﹤0.01% | 1433 |
|
|
2015
Q4 | – | Sell |
-3,333
| Closed | -$82K | – | 4481 |
|
|
2015
Q3 | $82K | Buy |
+3,333
| New | +$88K | ﹤0.01% | 1708 |
|
Other funds holding HEFA
CCM
PCIG
DWM
