Goldstein Munger & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-10,200
| Closed | -$303K | – | 37 |
|
|
2017
Q4 | $303K | Hold |
10,200
| – | – | 0.13% | 30 |
|
|
2017
Q3 | $295K | Hold |
10,200
| – | – | 0.13% | 29 |
|
|
2017
Q2 | $290K | Sell |
10,200
-900
| -8% | -$25.6K | 0.13% | 29 |
|
|
2017
Q1 | $305K | Hold |
11,100
| – | – | 0.13% | 34 |
|
|
2016
Q4 | $290K | Sell |
11,100
-600
| -5% | -$15.7K | 0.13% | 32 |
|
|
2016
Q3 | $290K | Hold |
11,700
| – | – | 0.13% | 29 |
|
|
2016
Q2 | $281K | Hold |
11,700
| – | – | 0.13% | 29 |
|
|
2016
Q1 | $279K | Hold |
11,700
| – | – | 0.12% | 29 |
|
|
2015
Q4 | $297K | Buy |
11,700
+950
| +9% | +$24.1K | 0.13% | 27 |
|
|
2015
Q3 | $264K | Hold |
10,750
| – | – | 0.12% | 27 |
|
|
2015
Q2 | $294K | Buy |
+10,750
| New | +$294K | 0.13% | 28 |
|