Dynamic Advisor Solutions’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 | $1.47M | Hold |
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|
2025
Q2 | $1.41M | Sell |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $1.44M | Buy |
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|
2024
Q2 | $1.37M | Sell |
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|
2024
Q1 | $1.37M | Sell |
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|
2023
Q4 | $1.25M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $260K | Buy |
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|
2019
Q3 | $242K | Sell |
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|
2019
Q2 | $261K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $312K | Sell |
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|
2018
Q2 | $886K | Sell |
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|
2018
Q1 | $987K | Buy |
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