GA
Geller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $632K | Sell |
18,192
-167
| -0.9% | -$5.8K | 0.04% | 107 |
|
|
2024
Q3 | $650K | Sell |
18,359
-3,184
| -15% | -$113K | 0.05% | 107 |
|
|
2024
Q2 | $766K | Buy |
21,543
+3,126
| +17% | +$111K | 0.06% | 97 |
|
|
2024
Q1 | $642K | Hold |
18,417
| – | – | 0.05% | 110 |
|
|
2023
Q4 | $580K | Sell |
18,417
-11,526
| -38% | -$363K | 0.06% | 108 |
|
|
2023
Q3 | $901K | Buy |
29,943
+558
| +2% | +$16.8K | 0.1% | 63 |
|
|
2023
Q2 | $911K | Buy |
29,385
+8,059
| +38% | +$250K | 0.11% | 58 |
|
|
2023
Q1 | $628K | Buy |
21,326
+722
| +4% | +$21.3K | 0.09% | 50 |
|
|
2022
Q4 | $556K | Buy |
+20,604
| New | +$556K | 0.09% | 48 |
|
|
2016
Q1 | – | Sell |
-11,750
| Closed | -$298K | – | 29 |
|
|
2015
Q4 | $298K | Buy |
+11,750
| New | +$298K | 0.18% | 24 |
|