Heritage Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Hold |
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|
2025
Q1 | $294K | Hold |
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|
2024
Q4 | $282K | Hold |
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|
2024
Q3 | $287K | Hold |
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|
2024
Q2 | $288K | Hold |
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|
2024
Q1 | $283K | Hold |
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|
2023
Q4 | $255K | Hold |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $251K | Hold |
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|
2023
Q1 | $239K | Hold |
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|
2022
Q4 | $219K | Hold |
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|
2022
Q3 | $242K | Hold |
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|
2022
Q2 | $258K | Hold |
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|
2022
Q1 | $275K | Buy |
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