Heritage Wealth 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 | $308K | Hold |
8,103
| – | – | 0.01% | 169 |
|
|
2025
Q1 | $294K | Hold |
8,103
| – | – | 0.01% | 167 |
|
|
2024
Q4 | $282K | Hold |
8,103
| – | – | 0.01% | 175 |
|
|
2024
Q3 | $287K | Hold |
8,103
| – | – | 0.01% | 180 |
|
|
2024
Q2 | $288K | Hold |
8,103
| – | – | 0.01% | 171 |
|
|
2024
Q1 | $283K | Hold |
8,103
| – | – | 0.01% | 181 |
|
|
2023
Q4 | $255K | Hold |
8,103
| – | – | 0.01% | 193 |
|
|
2023
Q3 | $244K | Hold |
8,103
| – | – | 0.01% | 180 |
|
|
2023
Q2 | $251K | Hold |
8,103
| – | – | 0.01% | 186 |
|
|
2023
Q1 | $239K | Hold |
8,103
| – | – | 0.01% | 188 |
|
|
2022
Q4 | $219K | Hold |
8,103
| – | – | 0.01% | 200 |
|
|
2022
Q3 | $242K | Hold |
8,103
| – | – | 0.02% | 180 |
|
|
2022
Q2 | $258K | Hold |
8,103
| – | – | 0.02% | 175 |
|
|
2022
Q1 | $275K | Buy |
+8,103
| New | +$275K | 0.02% | 170 |
|