Glass Jacobson Investment Advisors’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 | $461K | Buy |
12,138
+771
| +7% | +$29.3K | 0.18% | 119 |
|
|
2025
Q1 | $395K | Hold |
11,367
| – | – | 0.13% | 171 |
|
|
2024
Q4 | $395K | Buy |
11,367
+6,501
| +134% | +$226K | 0.13% | 171 |
|
|
2024
Q3 | $172K | Buy |
4,866
+4,358
| +858% | +$154K | 0.06% | 234 |
|
|
2024
Q2 | $18.1K | Buy |
508
+248
| +95% | +$8.82K | 0.01% | 496 |
|
|
2024
Q1 | $9.07K | Buy |
+260
| New | +$9.07K | ﹤0.01% | 568 |
|