Curtis Advisory Group’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 | $224K | Sell |
5,904
-29
| -0.5% | -$1.1K | 0.06% | 101 |
|
|
2025
Q1 | $215K | Hold |
5,933
| – | – | 0.06% | 97 |
|
|
2024
Q4 | $206K | Hold |
5,933
| – | – | 0.05% | 96 |
|
|
2024
Q3 | $210K | Hold |
5,933
| – | – | 0.06% | 96 |
|
|
2024
Q2 | $211K | Buy |
+5,933
| New | +$211K | 0.07% | 88 |
|
|
2023
Q4 | – | Sell |
-30,494
| Closed | -$918K | – | 93 |
|
|
2023
Q3 | $918K | Buy |
+30,494
| New | +$918K | 0.31% | 38 |
|