Financial Advocates Investment 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 | – | Sell |
-9,180
| Closed | -$333K | – | 670 |
|
|
2025
Q1 | $333K | Buy |
+9,180
| New | +$333K | 0.02% | 531 |
|
|
2024
Q3 | – | Sell |
-13,670
| Closed | -$486K | – | 765 |
|
|
2024
Q2 | $486K | Buy |
+13,670
| New | +$486K | 0.03% | 438 |
|
|
2020
Q1 | – | Sell |
-13,181
| Closed | -$402K | – | 500 |
|
|
2019
Q4 | $402K | Sell |
13,181
-1,017
| -7% | -$31K | 0.04% | 351 |
|
|
2019
Q3 | $425K | Sell |
14,198
-2,651
| -16% | -$79.4K | 0.05% | 320 |
|
|
2019
Q2 | $502K | Sell |
16,849
-15,007
| -47% | -$447K | 0.06% | 287 |
|
|
2019
Q1 | $920K | Sell |
31,856
-781
| -2% | -$22.6K | 0.11% | 191 |
|
|
2018
Q4 | $842K | Sell |
32,637
-4,751
| -13% | -$123K | 0.11% | 191 |
|
|
2018
Q3 | $1.12M | Sell |
37,388
-12,151
| -25% | -$364K | 0.12% | 175 |
|
|
2018
Q2 | $1.46M | Sell |
49,539
-25,348
| -34% | -$747K | 0.18% | 129 |
|
|
2018
Q1 | $2.15M | Buy |
74,887
+40,605
| +118% | +$1.17M | 0.28% | 87 |
|
|
2017
Q4 | $1.02M | Buy |
+34,282
| New | +$1.02M | 0.14% | 156 |
|