Financial 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 | $2.82M | Hold |
74,218
| – | – | 0.52% | 15 |
|
|
2025
Q1 | $2.69M | Hold |
74,218
| – | – | 0.53% | 14 |
|
|
2024
Q4 | $2.58M | Sell |
74,218
-3,183
| -4% | -$111K | 0.49% | 15 |
|
|
2024
Q3 | $2.74M | Sell |
77,401
-142
| -0.2% | -$5.03K | 0.52% | 14 |
|
|
2024
Q2 | $2.76M | Hold |
77,543
| – | – | 0.56% | 13 |
|
|
2024
Q1 | $2.7M | Hold |
77,543
| – | – | 0.56% | 14 |
|
|
2023
Q4 | $2.44M | Hold |
77,543
| – | – | 0.55% | 14 |
|
|
2023
Q3 | $2.33M | Hold |
77,543
| – | – | 0.58% | 15 |
|
|
2023
Q2 | $2.4M | Sell |
77,543
-926
| -1% | -$28.7K | 0.57% | 15 |
|
|
2023
Q1 | $2.31M | Sell |
78,469
-3,018
| -4% | -$88.9K | 0.59% | 16 |
|
|
2022
Q4 | $2.2M | Sell |
81,487
-15,444
| -16% | -$417K | 0.6% | 15 |
|
|
2022
Q3 | $2.92M | Hold |
96,931
| – | – | 1.02% | 13 |
|
|
2022
Q2 | $3.08M | Sell |
96,931
-7,768
| -7% | -$247K | 1.09% | 12 |
|
|
2022
Q1 | $3.55M | Sell |
104,699
-2,908
| -3% | -$98.7K | 1.11% | 13 |
|
|
2021
Q4 | $3.8M | Hold |
107,607
| – | – | 1.16% | 14 |
|
|
2021
Q3 | $3.7M | Hold |
107,607
| – | – | 1.25% | 10 |
|
|
2021
Q2 | $3.73M | Sell |
107,607
-10,397
| -9% | -$360K | 1.31% | 10 |
|
|
2021
Q1 | $3.89M | Buy |
118,004
+3,704
| +3% | +$122K | 1.55% | 9 |
|
|
2020
Q4 | $3.48M | Hold |
114,300
| – | – | 1.55% | 9 |
|
|
2020
Q3 | $3.15M | Buy |
114,300
+35
| +0% | +$964 | 1.66% | 7 |
|
|
2020
Q2 | $3.15M | Buy |
114,265
+24,803
| +28% | +$684K | 1.76% | 7 |
|
|
2020
Q1 | $2.17M | Buy |
89,462
+58,548
| +189% | +$1.42M | 1.47% | 8 |
|
|
2019
Q4 | $943K | Hold |
30,914
| – | – | 0.53% | 14 |
|
|
2019
Q3 | $926K | Hold |
30,914
| – | – | 0.57% | 14 |
|
|
2019
Q2 | $922K | Hold |
30,914
| – | – | 0.59% | 13 |
|
|
2019
Q1 | $892K | Buy |
+30,914
| New | +$892K | 0.61% | 13 |
|