Founders Financial Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Sell |
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|
2025
Q1 | $109K | Sell |
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|
2024
Q4 | $106K | Hold |
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|
2024
Q3 | $108K | Buy |
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|
2024
Q2 | $96.5K | Sell |
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|
2024
Q1 | $97.3K | Buy |
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|
2023
Q4 | $49.7K | Hold |
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|
2023
Q3 | $47.5K | Hold |
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|
2023
Q2 | $48.9K | Sell |
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|
2023
Q1 | $48.7K | Sell |
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|
2022
Q4 | $53.9K | Hold |
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|
2022
Q3 | $60K | Sell |
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|
2022
Q2 | $140K | Hold |
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|
2022
Q1 | $149K | Hold |
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|
2021
Q4 | $155K | Sell |
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|
2021
Q3 | $154K | Buy |
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|
2021
Q2 | $154K | Hold |
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|
2021
Q1 | $149K | Sell |
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|
2020
Q4 | $139K | Hold |
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|
2020
Q3 | $127K | Buy |
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