Focus Financial Network’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 | $209K | Sell |
5,505
-26,955
| -83% | -$1.02M | 0.01% | 676 |
|
|
2025
Q1 | $1.18M | Buy |
+32,460
| New | +$1.18M | 0.05% | 263 |
|
|
2024
Q4 | – | Sell |
-14,516
| Closed | -$514K | – | 680 |
|
|
2024
Q3 | $514K | Sell |
14,516
-28,566
| -66% | -$1.01M | 0.02% | 399 |
|
|
2024
Q2 | $1.52M | Sell |
43,082
-15,101
| -26% | -$534K | 0.07% | 209 |
|
|
2024
Q1 | $1.97M | Buy |
58,183
+45,970
| +376% | +$1.55M | 0.1% | 155 |
|
|
2023
Q4 | $388K | Buy |
+12,213
| New | +$388K | 0.01% | 509 |
|
|
2021
Q1 | – | Sell |
-12,242
| Closed | -$373K | – | 447 |
|
|
2020
Q4 | $373K | Sell |
12,242
-903
| -7% | -$27.5K | 0.03% | 309 |
|
|
2020
Q3 | $362K | Sell |
13,145
-3,448
| -21% | -$95K | 0.03% | 306 |
|
|
2020
Q2 | $458K | Sell |
16,593
-20,369
| -55% | -$562K | 0.05% | 255 |
|
|
2020
Q1 | $895K | Buy |
36,962
+6,309
| +21% | +$153K | 0.12% | 151 |
|
|
2019
Q4 | $935K | Buy |
30,653
+20,245
| +195% | +$618K | 0.11% | 161 |
|
|
2019
Q3 | $312K | Buy |
10,408
+7
| +0.1% | +$210 | 0.04% | 285 |
|
|
2019
Q2 | $310K | Hold |
10,401
| – | – | 0.05% | 279 |
|
|
2019
Q1 | $300K | Buy |
+10,401
| New | +$300K | 0.05% | 280 |
|