HCM
Hengehold Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
2,568
-1,435
| -36% | -$120K | 0.02% | 202 |
|
|
2025
Q1 | $303K | Sell |
4,003
-3,585
| -47% | -$271K | 0.03% | 167 |
|
|
2024
Q4 | $533K | Sell |
7,588
-365
| -5% | -$25.7K | 0.05% | 119 |
|
|
2024
Q3 | $621K | Sell |
7,953
-858
| -10% | -$67K | 0.06% | 106 |
|
|
2024
Q2 | $640K | Sell |
8,811
-2,954
| -25% | -$215K | 0.07% | 101 |
|
|
2024
Q1 | $873K | Sell |
11,765
-517
| -4% | -$38.4K | 0.09% | 86 |
|
|
2023
Q4 | $864K | Buy |
12,282
+7
| +0.1% | +$492 | 0.1% | 80 |
|
|
2023
Q3 | $790K | Buy |
12,275
+15
| +0.1% | +$965 | 0.1% | 78 |
|
|
2023
Q2 | $828K | Hold |
12,260
| – | – | 0.11% | 76 |
|
|
2023
Q1 | $820K | Sell |
12,260
-3
| -0% | -$201 | 0.11% | 75 |
|
|
2022
Q4 | $756K | Sell |
12,263
-431
| -3% | -$26.6K | 0.11% | 75 |
|
|
2022
Q3 | $669K | Hold |
12,694
| – | – | 0.1% | 72 |
|
|
2022
Q2 | $747K | Buy |
12,694
+9,313
| +275% | +$548K | 0.11% | 68 |
|
|
2022
Q1 | $235K | Buy |
+3,381
| New | +$235K | 0.03% | 146 |
|