Detalus Advisors’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 | $934K | Sell |
24,609
-75,046
| -75% | -$2.85M | 0.27% | 52 |
|
|
2025
Q1 | $3.62M | Buy |
99,655
+75,208
| +308% | +$2.73M | 1.14% | 19 |
|
|
2024
Q4 | $850K | Buy |
24,447
+5,254
| +27% | +$183K | 0.28% | 49 |
|
|
2024
Q3 | $680K | Sell |
19,193
-86,629
| -82% | -$3.07M | 0.23% | 61 |
|
|
2024
Q2 | $3.76M | Buy |
105,822
+27,286
| +35% | +$970K | 1.29% | 17 |
|
|
2024
Q1 | $2.74M | Buy |
+78,536
| New | +$2.74M | 0.98% | 24 |
|