CA
Crumly & Associates’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Sell |
427,420
-10,178
| -2% | -$386K | 3.95% | 5 |
|
|
2025
Q1 | $15.9M | Buy |
437,598
+1,837
| +0.4% | +$66.7K | 4.38% | 4 |
|
|
2024
Q4 | $15.1M | Buy |
435,761
+2,859
| +0.7% | +$99.4K | 4.12% | 5 |
|
|
2024
Q3 | $15.3M | Sell |
432,902
-88,395
| -17% | -$3.13M | 4.24% | 3 |
|
|
2024
Q2 | $18.5M | Sell |
521,297
-11,448
| -2% | -$407K | 5.34% | 2 |
|
|
2024
Q1 | $18.6M | Buy |
532,745
+135,408
| +34% | +$4.72M | 4.89% | 3 |
|
|
2023
Q4 | $12.5M | Buy |
+397,337
| New | +$12.5M | 3.64% | 5 |
|