CreativeOne Wealth’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 | $732K | Buy |
19,288
+5,212
| +37% | +$198K | 0.02% | 630 |
|
|
2025
Q1 | $511K | Buy |
14,076
+2,171
| +18% | +$78.8K | 0.02% | 682 |
|
|
2024
Q4 | $414K | Buy |
11,905
+937
| +9% | +$32.6K | 0.01% | 756 |
|
|
2024
Q3 | $388K | Sell |
10,968
-1,918
| -15% | -$67.9K | 0.01% | 711 |
|
|
2024
Q2 | $458K | Sell |
12,886
-222,124
| -95% | -$7.89M | 0.02% | 499 |
|
|
2024
Q1 | $8.2M | Buy |
+235,010
| New | +$8.2M | 0.33% | 65 |
|