EverSource 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 | $36.2K | Sell |
954
-3,277
| -77% | -$124K | ﹤0.01% | 1833 |
|
|
2025
Q1 | $154K | Buy |
4,231
+2,977
| +237% | +$108K | 0.01% | 759 |
|
|
2024
Q4 | $43.6K | Sell |
1,254
-623
| -33% | -$21.6K | ﹤0.01% | 1252 |
|
|
2024
Q3 | $66.5K | Sell |
1,877
-6,454
| -77% | -$229K | ﹤0.01% | 941 |
|
|
2024
Q2 | $293K | Buy |
8,331
+3,808
| +84% | +$134K | 0.02% | 445 |
|
|
2024
Q1 | $156K | Buy |
+4,523
| New | +$156K | 0.01% | 570 |
|