Firestone Capital Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.49M Hold
35,015
0.31% 50
2025
Q4
$1.45M Buy
35,015
+2,013
+6% +$82.5K 0.31% 49
2025
Q3
$1.31M Sell
33,002
-1,043
-3% -$40.2K 0.28% 51
2025
Q2
$1.29M Sell
34,045
-4,329
-11% -$158K 0.3% 49
2025
Q1
$1.39M Sell
38,374
-683
-2% -$24.9K 0.37% 42
2024
Q4
$1.36M Buy
39,057
+191
+0.5% +$6.73K 0.34% 47
2024
Q3
$1.38M Sell
38,866
-2,027
-5% -$70.5K 0.35% 44
2024
Q2
$1.45M Sell
40,893
-480
-1% -$16.8K 0.4% 42
2024
Q1
$1.44M Sell
41,373
-2,068
-5% -$68.1K 0.4% 44
2023
Q4
$1.37M Sell
43,441
-1,823
-4% -$55.6K 0.42% 42
2023
Q3
$1.36M Hold
45,264
0.47% 42
2023
Q2
$1.36M Buy
45,264
+404
+0.9% +$12.2K 0.44% 41
2023
Q1
$1.32M Buy
44,860
+3,380
+8% +$97.6K 0.48% 35
2022
Q4
$1.12M Buy
41,480
+3,027
+8% +$92.7K 0.42% 39
2022
Q3
$1.15M Buy
38,453
+5,965
+18% +$190K 0.47% 42
2022
Q2
$1.03M Sell
32,488
-354
-1% -$11.7K 0.4% 45
2022
Q1
$1.11M Buy
32,842
+3,566
+12% +$121K 0.37% 47
2021
Q4
$1.03M Buy
29,276
+2,024
+7% +$71.5K 0.33% 50
2021
Q3
$944K Hold
27,252
0.31% 47
2021
Q2
$944K Hold
27,252
0.34% 47
2021
Q1
$898K Sell
27,252
-3,000
-10% -$95.6K 0.32% 49
2020
Q4
$922K Hold
30,252
0.35% 48
2020
Q3
$833K Sell
30,252
-5,484
-15% -$152K 0.37% 47
2020
Q2
$986K Sell
35,736
-9,165
-20% -$240K 0.46% 42
2020
Q1
$1.09M Sell
44,901
-10,130
-18% -$288K 0.57% 33
2019
Q4
$1.68M Buy
+55,031
New +$1.68M 0.72% 28

Other funds holding HEFA