GeoWealth Management’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 | – | Sell |
-4,386
| Closed | -$159K | – | 1251 |
|
|
2025
Q1 | $159K | Buy |
4,386
+3,976
| +970% | +$144K | 0.01% | 707 |
|
|
2024
Q4 | $14.2K | Buy |
410
+17
| +4% | +$590 | ﹤0.01% | 1444 |
|
|
2024
Q3 | $13.9K | Sell |
393
-2,435
| -86% | -$86.2K | ﹤0.01% | 1335 |
|
|
2024
Q2 | $101K | Sell |
2,828
-844
| -23% | -$30K | ﹤0.01% | 774 |
|
|
2024
Q1 | $128K | Buy |
+3,672
| New | +$128K | 0.01% | 754 |
|
|
2023
Q3 | – | Sell |
-9,182
| Closed | -$285K | – | 505 |
|
|
2023
Q2 | $285K | Sell |
9,182
-612
| -6% | -$19K | 0.03% | 214 |
|
|
2023
Q1 | $289K | Buy |
9,794
+612
| +7% | +$18.1K | 0.03% | 179 |
|
|
2022
Q4 | $248K | Sell |
9,182
-70,733
| -89% | -$1.91M | 0.03% | 218 |
|
|
2022
Q3 | $2.39M | Sell |
79,915
-14,974
| -16% | -$447K | 0.26% | 77 |
|
|
2022
Q2 | $3.02M | Buy |
+94,889
| New | +$3.02M | 0.4% | 58 |
|