EPG 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 | $645 | Hold |
17
| – | – | ﹤0.01% | 308 |
|
|
2025
Q1 | $617 | Hold |
17
| – | – | ﹤0.01% | 404 |
|
|
2024
Q4 | $591 | Hold |
17
| – | – | ﹤0.01% | 420 |
|
|
2024
Q3 | $602 | Buy |
+17
| New | +$602 | ﹤0.01% | 419 |
|
|
2023
Q1 | – | Sell |
-69
| Closed | -$1.86K | – | 420 |
|
|
2022
Q4 | $1.86K | Hold |
69
| – | – | ﹤0.01% | 368 |
|
|
2022
Q3 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 369 |
|