Icon 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 | $2.47M | Sell |
64,990
-110,556
| -63% | -$4.2M | 0.18% | 91 |
|
|
2025
Q1 | $6.37M | Buy |
175,546
+139,686
| +390% | +$5.07M | 0.52% | 44 |
|
|
2024
Q4 | $1.25M | Buy |
35,860
+491
| +1% | +$17.1K | 0.1% | 135 |
|
|
2024
Q3 | $1.25M | Sell |
35,369
-132,108
| -79% | -$4.68M | 0.1% | 136 |
|
|
2024
Q2 | $5.88M | Sell |
167,477
-40,935
| -20% | -$1.44M | 0.52% | 37 |
|
|
2024
Q1 | $7.27M | Buy |
+208,412
| New | +$7.27M | 0.68% | 27 |
|