ICA Group Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,191
| Closed | -$76.4K | – | 1006 |
|
2024
Q1 | $76.4K | Buy |
+2,191
| New | +$76.4K | 0.02% | 464 |
|
2023
Q3 | – | Sell |
-69
| Closed | -$2.15K | – | 641 |
|
2023
Q2 | $2.15K | Hold |
69
| – | – | ﹤0.01% | 1122 |
|
2023
Q1 | $2.05K | Hold |
69
| – | – | ﹤0.01% | 1080 |
|
2022
Q4 | $1.88K | Buy |
+69
| New | +$1.88K | ﹤0.01% | 1116 |
|