EP Wealth Advisors’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 | $1.75M | Buy |
46,176
+32,812
| +246% | +$1.25M | 0.01% | 441 |
|
|
2025
Q1 | $485K | Sell |
13,364
-235
| -2% | -$8.53K | ﹤0.01% | 718 |
|
|
2024
Q4 | $473K | Buy |
13,599
+10,741
| +376% | +$373K | ﹤0.01% | 710 |
|
|
2024
Q3 | $101K | Sell |
2,858
-1,396
| -33% | -$49.4K | ﹤0.01% | 1143 |
|
|
2024
Q2 | $151K | Buy |
4,254
+335
| +9% | +$11.9K | ﹤0.01% | 788 |
|
|
2024
Q1 | $137K | Hold |
3,919
| – | – | ﹤0.01% | 773 |
|
|
2023
Q4 | $123K | Buy |
3,919
+187
| +5% | +$5.89K | ﹤0.01% | 762 |
|
|
2023
Q3 | $112K | Buy |
+3,732
| New | +$112K | ﹤0.01% | 727 |
|
|
2022
Q3 | – | Sell |
-3,192
| Closed | -$102K | – | 452 |
|
|
2022
Q2 | $102K | Sell |
3,192
-1
| -0% | -$32 | ﹤0.01% | 635 |
|
|
2022
Q1 | $108K | Buy |
+3,193
| New | +$108K | ﹤0.01% | 621 |
|