Ehrlich 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 | $312K | Sell |
8,224
-27,165
| -77% | -$1.03M | 0.2% | 81 |
|
|
2025
Q1 | $1.28M | Buy |
35,389
+29,256
| +477% | +$1.06M | 0.94% | 34 |
|
|
2024
Q4 | $213K | Sell |
6,133
-79
| -1% | -$2.75K | 0.15% | 102 |
|
|
2024
Q3 | $220K | Sell |
6,212
-31,717
| -84% | -$1.12M | 0.16% | 102 |
|
|
2024
Q2 | $1.35M | Buy |
37,929
+19,944
| +111% | +$709K | 1.06% | 23 |
|
|
2024
Q1 | $627K | Buy |
+17,985
| New | +$627K | 0.53% | 43 |
|