Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-53
| Closed | -$2K | – | 195 |
|
|
2021
Q4 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 345 |
|
|
2021
Q2 | $2K | Hold |
53
| – | – | ﹤0.01% | 306 |
|
|
2021
Q1 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 297 |
|
|
2020
Q3 | $1K | Hold |
53
| – | – | ﹤0.01% | 249 |
|
|
2020
Q2 | $1K | Sell |
53
-50,702
| -100% | -$957K | ﹤0.01% | 249 |
|
|
2020
Q1 | $1.46M | Buy |
+50,755
| New | +$1.46M | 1.39% | 19 |
|
|
2019
Q4 | – | Sell |
-348
| Closed | -$10K | – | 153 |
|
|
2019
Q3 | $10K | Hold |
348
| – | – | 0.01% | 180 |
|
|
2019
Q2 | $10K | Buy |
348
+309
| +792% | +$8.88K | 0.01% | 195 |
|
|
2019
Q1 | $1K | Sell |
39
-841
| -96% | -$21.6K | ﹤0.01% | 272 |
|
|
2018
Q4 | $23K | Sell |
880
-1,033
| -54% | -$27K | 0.02% | 149 |
|
|
2018
Q3 | $57.3K | Sell |
1,913
-23,217
| -92% | -$695K | 0.05% | 132 |
|
|
2018
Q2 | $744K | Sell |
25,130
-25,625
| -50% | -$759K | 0.68% | 53 |
|
|
2018
Q1 | $1.46M | Buy |
+50,755
| New | +$1.46M | 1.39% | 19 |
|