HCM
Hengehold Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Sell |
38,852
-830
| -2% | -$74.2K | 0.32% | 61 |
|
|
2025
Q1 | $3.24M | Sell |
39,682
-1,129
| -3% | -$92.3K | 0.31% | 62 |
|
|
2024
Q4 | $3.09M | Sell |
40,811
-1,213
| -3% | -$91.7K | 0.29% | 62 |
|
|
2024
Q3 | $3.51M | Sell |
42,024
-2,773
| -6% | -$232K | 0.33% | 59 |
|
|
2024
Q2 | $3.51M | Sell |
44,797
-1,540
| -3% | -$121K | 0.37% | 54 |
|
|
2024
Q1 | $3.7M | Sell |
46,337
-11,424
| -20% | -$912K | 0.39% | 51 |
|
|
2023
Q4 | $4.35M | Sell |
57,761
-1,319
| -2% | -$99.4K | 0.52% | 38 |
|
|
2023
Q3 | $4.07M | Buy |
59,080
+566
| +1% | +$39K | 0.53% | 38 |
|
|
2023
Q2 | $4.24M | Sell |
58,514
-41
| -0.1% | -$2.97K | 0.56% | 36 |
|
|
2023
Q1 | $4.19M | Buy |
58,555
+1,630
| +3% | +$117K | 0.58% | 37 |
|
|
2022
Q4 | $3.74M | Buy |
56,925
+4,680
| +9% | +$307K | 0.52% | 41 |
|
|
2022
Q3 | $2.93M | Buy |
52,245
+12,190
| +30% | +$683K | 0.45% | 41 |
|
|
2022
Q2 | $2.5M | Buy |
40,055
+135
| +0.3% | +$8.44K | 0.35% | 51 |
|
|
2022
Q1 | $2.94M | Sell |
39,920
-14
| -0% | -$1.03K | 0.4% | 40 |
|
|
2021
Q4 | $3.14M | Buy |
39,934
+4,505
| +13% | +$354K | 0.39% | 36 |
|
|
2021
Q3 | $2.76M | Sell |
35,429
-146
| -0.4% | -$11.4K | 0.36% | 41 |
|
|
2021
Q2 | $2.81M | Sell |
35,575
-607
| -2% | -$47.9K | 0.37% | 41 |
|
|
2021
Q1 | $2.75M | Sell |
36,182
-2,325
| -6% | -$176K | 0.38% | 42 |
|
|
2020
Q4 | $2.81M | Buy |
38,507
+54
| +0.1% | +$3.94K | 0.42% | 33 |
|
|
2020
Q3 | $2.45M | Sell |
38,453
-3,611
| -9% | -$230K | 0.4% | 32 |
|
|
2020
Q2 | $2.56M | Buy |
42,064
+7,811
| +23% | +$475K | 0.45% | 32 |
|
|
2020
Q1 | $1.83M | Buy |
34,253
+23,073
| +206% | +$1.23M | 0.39% | 31 |
|
|
2019
Q4 | $776K | Buy |
11,180
+403
| +4% | +$28K | 0.13% | 60 |
|
|
2019
Q3 | $703K | Buy |
10,777
+349
| +3% | +$22.8K | 0.13% | 64 |
|
|
2019
Q2 | $685K | Hold |
10,428
| – | – | 0.13% | 66 |
|
|
2019
Q1 | $676K | Hold |
10,428
| – | – | 0.16% | 63 |
|
|
2018
Q4 | $613K | Buy |
+10,428
| New | +$613K | 0.2% | 58 |
|