CWS
Cypress Wealth Services’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 | $233K | Sell |
6,145
-61,395
| -91% | -$2.33M | 0.04% | 274 |
|
|
2025
Q1 | $2.45M | Buy |
67,540
+53,186
| +371% | +$1.93M | 0.5% | 48 |
|
|
2024
Q4 | $499K | Sell |
14,354
-21,412
| -60% | -$744K | 0.1% | 154 |
|
|
2024
Q3 | $1.27M | Sell |
35,766
-31,548
| -47% | -$1.12M | 0.26% | 70 |
|
|
2024
Q2 | $2.39M | Sell |
67,314
-16,826
| -20% | -$598K | 0.53% | 43 |
|
|
2024
Q1 | $2.93M | Buy |
+84,140
| New | +$2.93M | 0.68% | 32 |
|