Gen-Wealth Partners’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 | $377K | Sell |
9,926
-23,301
| -70% | -$884K | 0.15% | 156 |
|
|
2025
Q1 | $1.21M | Buy |
33,227
+24,201
| +268% | +$878K | 0.5% | 53 |
|
|
2024
Q4 | $314K | Buy |
9,026
+237
| +3% | +$8.24K | 0.13% | 159 |
|
|
2024
Q3 | $308K | Sell |
8,789
-22,803
| -72% | -$800K | 0.13% | 163 |
|
|
2024
Q2 | $1.12M | Sell |
31,592
-4,469
| -12% | -$159K | 0.54% | 43 |
|
|
2024
Q1 | $1.26M | Buy |
+36,061
| New | +$1.26M | 0.62% | 36 |
|