Golden State Wealth 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 | $396K | Buy |
10,430
+2,885
| +38% | +$110K | 0.05% | 277 |
|
|
2025
Q1 | $274K | Buy |
7,545
+5,304
| +237% | +$193K | 0.04% | 301 |
|
|
2024
Q4 | $77.9K | Buy |
+2,241
| New | +$77.9K | 0.01% | 478 |
|
|
2020
Q2 | – | Sell |
-850
| Closed | -$21K | – | 485 |
|
|
2020
Q1 | $21K | Buy |
+850
| New | +$21K | 0.01% | 492 |
|
|
2019
Q4 | – | Sell |
-850
| Closed | -$25K | – | 421 |
|
|
2019
Q3 | $25K | Buy |
850
+265
| +45% | +$7.79K | 0.01% | 575 |
|
|
2019
Q2 | $17K | Hold |
585
| – | – | 0.01% | 643 |
|
|
2019
Q1 | $17K | Buy |
+585
| New | +$17K | 0.01% | 660 |
|