Demars Financial 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 | $227K | Sell |
5,979
-239,160
| -98% | -$9.08M | 0.09% | 80 |
|
|
2025
Q1 | $6.76M | Buy |
245,139
+10,403
| +4% | +$287K | 0.19% | 42 |
|
|
2024
Q4 | $6.76M | Buy |
234,736
+56,459
| +32% | +$1.62M | 0.22% | 41 |
|
|
2024
Q3 | $6.31M | Buy |
178,277
+9,018
| +5% | +$319K | 2.88% | 8 |
|
|
2024
Q2 | $6.02M | Buy |
169,259
+9,777
| +6% | +$348K | 2.88% | 8 |
|
|
2024
Q1 | $5.56M | Buy |
159,482
+7,448
| +5% | +$260K | 2.74% | 8 |
|
|
2023
Q4 | $4.79M | Buy |
+152,034
| New | +$4.79M | 2.56% | 8 |
|