Dynasty Wealth Management’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 | $138M | Sell |
3,637,880
-245,608
| -6% | -$9.32M | 2.35% | 16 |
|
|
2025
Q1 | $141M | Sell |
3,883,488
-578,141
| -13% | -$21M | 2.35% | 16 |
|
|
2024
Q4 | $155M | Buy |
+4,461,629
| New | +$155M | 2.67% | 13 |
|
|
2024
Q3 | – | Sell |
-4,256,358
| Closed | -$151M | – | 242 |
|
|
2024
Q2 | $151M | Sell |
4,256,358
-4,970
| -0.1% | -$177K | 4.46% | 9 |
|
|
2024
Q1 | $149M | Buy |
+4,261,328
| New | +$149M | 4.74% | 9 |
|