Founders Financial Alliance’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 | $105K | Sell |
2,779
-218
| -7% | -$8.28K | 0.02% | 348 |
|
|
2025
Q1 | $109K | Sell |
2,997
-57
| -2% | -$2.07K | 0.03% | 377 |
|
|
2024
Q4 | $106K | Hold |
3,054
| – | – | 0.03% | 320 |
|
|
2024
Q3 | $108K | Buy |
3,054
+340
| +13% | +$12K | 0.03% | 324 |
|
|
2024
Q2 | $96.5K | Sell |
2,714
-75
| -3% | -$2.67K | 0.03% | 321 |
|
|
2024
Q1 | $97.3K | Buy |
2,789
+1,211
| +77% | +$42.2K | 0.03% | 322 |
|
|
2023
Q4 | $49.7K | Hold |
1,578
| – | – | 0.02% | 340 |
|
|
2023
Q3 | $47.5K | Hold |
1,578
| – | – | 0.02% | 326 |
|
|
2023
Q2 | $48.9K | Sell |
1,578
-76
| -5% | -$2.36K | 0.02% | 346 |
|
|
2023
Q1 | $48.7K | Sell |
1,654
-342
| -17% | -$10.1K | 0.02% | 301 |
|
|
2022
Q4 | $53.9K | Hold |
1,996
| – | – | 0.02% | 318 |
|
|
2022
Q3 | $60K | Sell |
1,996
-2,401
| -55% | -$72.2K | 0.03% | 301 |
|
|
2022
Q2 | $140K | Hold |
4,397
| – | – | 0.07% | 235 |
|
|
2022
Q1 | $149K | Hold |
4,397
| – | – | 0.07% | 233 |
|
|
2021
Q4 | $155K | Sell |
4,397
-79
| -2% | -$2.79K | 0.06% | 266 |
|
|
2021
Q3 | $154K | Buy |
4,476
+28
| +0.6% | +$963 | 0.07% | 244 |
|
|
2021
Q2 | $154K | Hold |
4,448
| – | – | 0.07% | 260 |
|
|
2021
Q1 | $149K | Sell |
4,448
-106
| -2% | -$3.55K | 0.07% | 242 |
|
|
2020
Q4 | $139K | Hold |
4,554
| – | – | 0.08% | 220 |
|
|
2020
Q3 | $127K | Buy |
+4,554
| New | +$127K | 0.08% | 217 |
|