FIA
Foundations Investment Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Sell |
77,035
-567,612
| -88% | -$21.5M | 0.05% | 264 |
|
|
2025
Q1 | $23.4M | Buy |
644,647
+563,635
| +696% | +$20.5M | 0.43% | 59 |
|
|
2024
Q4 | $2.82M | Buy |
81,012
+4,035
| +5% | +$140K | 0.05% | 241 |
|
|
2024
Q3 | $2.73M | Sell |
76,977
-399,381
| -84% | -$14.1M | 0.06% | 230 |
|
|
2024
Q2 | $16.9M | Buy |
476,358
+13,206
| +3% | +$470K | 0.41% | 59 |
|
|
2024
Q1 | $16.2M | Buy |
463,152
+456,483
| +6,845% | +$15.9M | 0.42% | 60 |
|
|
2023
Q4 | $216K | Buy |
+6,669
| New | +$216K | 0.01% | 628 |
|