Cypress Financial 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
Q3 | $358K | Buy |
|
|||||
|
2025
Q2 | $342K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $321K | Sell |
|
|||||
|
2024
Q3 | $328K | Buy |
|
|||||
|
2024
Q2 | $328K | Sell |
|
|||||
|
2024
Q1 | $323K | Sell |
|
|||||
|
2023
Q4 | $302K | Sell |
|
|||||
|
2023
Q3 | $342K | Sell |
|
|||||
|
2023
Q2 | $358K | Sell |
|
|||||
|
2023
Q1 | $353K | Hold |
|
|||||
|
2022
Q4 | $328K | Sell |
|
|||||
|
2022
Q3 | $362K | Sell |
|
|||||
|
2022
Q2 | $406K | Buy |
|