Envestnet Portfolio Solutions’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 | $5.03M | Sell |
132,500
-1,439,036
| -92% | -$54.6M | 0.02% | 359 |
|
|
2025
Q1 | $57M | Buy |
1,571,536
+1,351,417
| +614% | +$49M | 0.22% | 65 |
|
|
2024
Q4 | $7.65M | Buy |
220,119
+3,437
| +2% | +$119K | 0.03% | 306 |
|
|
2024
Q3 | $7.67M | Sell |
216,682
-1,962,985
| -90% | -$69.5M | 0.02% | 298 |
|
|
2024
Q2 | $77.5M | Sell |
2,179,667
-1,046,604
| -32% | -$37.2M | 0.27% | 54 |
|
|
2024
Q1 | $113M | Buy |
3,226,271
+3,189,222
| +8,608% | +$111M | 0.42% | 45 |
|
|
2023
Q4 | $1.17M | Sell |
37,049
-1,466
| -4% | -$46.2K | ﹤0.01% | 755 |
|
|
2023
Q3 | $1.16M | Buy |
+38,515
| New | +$1.16M | 0.01% | 714 |
|