GWP
Gateway Wealth Partners’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 | – | Sell |
-17,682
| Closed | -$642K | – | 367 |
|
|
2025
Q1 | $642K | Buy |
+17,682
| New | +$642K | 0.14% | 153 |
|
|
2024
Q3 | – | Sell |
-14,039
| Closed | -$499K | – | 281 |
|
|
2024
Q2 | $499K | Sell |
14,039
-7,985
| -36% | -$284K | 0.15% | 147 |
|
|
2024
Q1 | $768K | Buy |
+22,024
| New | +$768K | 0.28% | 84 |
|