Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $162K | Sell |
4,580
-500
| -10% | -$17.7K | 0.1% | 107 |
|
|
2024
Q2 | $181K | Sell |
5,080
-867
| -15% | -$30.8K | 0.12% | 103 |
|
|
2024
Q1 | $207K | Hold |
5,947
| – | – | 0.13% | 100 |
|
|
2023
Q4 | $187K | Sell |
5,947
-8,959
| -60% | -$282K | 0.13% | 104 |
|
|
2023
Q3 | $449K | Sell |
14,906
-3,033
| -17% | -$91.3K | 0.33% | 63 |
|
|
2023
Q2 | $556K | Sell |
17,939
-22,845
| -56% | -$708K | 0.38% | 58 |
|
|
2023
Q1 | $1.2M | Buy |
40,784
+39,265
| +2,585% | +$1.16M | 0.88% | 32 |
|
|
2022
Q4 | $41K | Buy |
+1,519
| New | +$41K | 0.03% | 120 |
|