Hoxton Planning & Management’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 | – | Sell |
-21,389
| Closed | -$776K | – | 214 |
|
|
2025
Q1 | $776K | Buy |
+21,389
| New | +$776K | 0.3% | 71 |
|
|
2024
Q3 | – | Sell |
-23,861
| Closed | -$848K | – | 202 |
|
|
2024
Q2 | $848K | Sell |
23,861
-14,997
| -39% | -$533K | 0.39% | 44 |
|
|
2024
Q1 | $1.36M | Buy |
+38,858
| New | +$1.36M | 0.65% | 29 |
|
|
2023
Q2 | – | Sell |
-33,766
| Closed | -$995K | – | 154 |
|
|
2023
Q1 | $995K | Sell |
33,766
-25,167
| -43% | -$742K | 0.55% | 33 |
|
|
2022
Q4 | $1.59M | Buy |
+58,933
| New | +$1.59M | 0.85% | 24 |
|