Evanson Asset 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 | $312K | Sell |
8,231
-1,600
| -16% | -$60.7K | 0.02% | 249 |
|
|
2025
Q1 | $357K | Hold |
9,831
| – | – | 0.03% | 216 |
|
|
2024
Q4 | $342K | Buy |
9,831
+131
| +1% | +$4.55K | 0.02% | 218 |
|
|
2024
Q3 | $344K | Buy |
+9,700
| New | +$344K | 0.02% | 224 |
|
|
2015
Q2 | – | Sell |
-10,000
| Closed | -$279K | – | 217 |
|
|
2015
Q1 | $279K | Buy |
+10,000
| New | +$279K | 0.1% | 145 |
|