IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $879K | Buy |
20,695
+16,784
| +429% | +$723K | 0.02% | 743 |
|
|
2025
Q4 | $162K | Sell |
3,911
-65
| -2% | -$2.66K | ﹤0.01% | 1494 |
|
|
2025
Q3 | $157K | Sell |
3,976
-12,207
| -75% | -$470K | ﹤0.01% | 1412 |
|
|
2025
Q2 | $614K | Buy |
16,183
+1,544
| +11% | +$56.4K | 0.02% | 753 |
|
|
2025
Q1 | $531K | Buy |
14,639
+6,267
| +75% | +$228K | 0.02% | 749 |
|
|
2024
Q4 | $291K | Sell |
8,372
-10,774
| -56% | -$379K | 0.01% | 954 |
|
|
2024
Q3 | $678K | Buy |
19,146
+5,055
| +36% | +$176K | 0.02% | 585 |
|
|
2024
Q2 | $501K | Buy |
14,091
+11,512
| +446% | +$404K | 0.02% | 655 |
|
|
2024
Q1 | $90K | Sell |
2,579
-124
| -5% | -$4.08K | ﹤0.01% | 1337 |
|
|
2023
Q4 | $85.2K | Buy |
2,703
+1,957
| +262% | +$59.7K | ﹤0.01% | 1316 |
|
|
2023
Q3 | $22.5K | Sell |
746
-541
| -42% | -$16.4K | ﹤0.01% | 1883 |
|
|
2023
Q2 | $39.9K | Buy |
1,287
+518
| +67% | +$15.7K | ﹤0.01% | 1708 |
|
|
2023
Q1 | $23.1K | Sell |
769
-13,015
| -94% | -$376K | ﹤0.01% | 1955 |
|
|
2022
Q4 | $414K | Buy |
13,784
+1,676
| +14% | +$51.3K | 0.01% | 979 |
|
|
2022
Q3 | $365K | Buy |
12,108
+1,372
| +13% | +$43.7K | 0.01% | 1077 |
|
|
2022
Q2 | $325K | Hold |
10,736
| – | – | 0.01% | 1035 |
|
|
2022
Q1 | $325K | Buy |
10,736
+10,067
| +1,505% | +$342K | 0.01% | 1035 |
|
|
2021
Q4 | $24K | Buy |
669
+6
| +0.9% | +$212 | ﹤0.01% | 1862 |
|
|
2021
Q3 | $23K | Buy |
663
+7
| +1% | +$243 | ﹤0.01% | 1919 |
|
|
2021
Q2 | $23K | Buy |
656
+244
| +59% | +$8.29K | ﹤0.01% | 1871 |
|
|
2021
Q1 | $14K | Sell |
412
-4
| -1% | -$127 | ﹤0.01% | 1997 |
|
|
2020
Q4 | $14K | Sell |
416
-1,356
| -77% | -$39.6K | ﹤0.01% | 1927 |
|
|
2020
Q3 | $49K | Buy |
1,772
+1,253
| +241% | +$34.7K | ﹤0.01% | 1304 |
|
|
2020
Q2 | $15K | Sell |
519
-584
| -53% | -$15.3K | ﹤0.01% | 1665 |
|
|
2020
Q1 | $27K | Sell |
1,103
-256,774
| -100% | -$7.31M | ﹤0.01% | 1372 |
|
|
2019
Q4 | $7.94M | Buy |
257,877
+40,350
| +19% | +$1.23M | 0.6% | 28 |
|
|
2019
Q3 | $6.47M | Buy |
+217,527
| New | +$6.35M | 0.43% | 51 |
|
|
2019
Q1 | $6.75M | Buy |
234,029
+114,265
| +95% | +$3.18M | 0.92% | 17 |
|
|
2018
Q4 | $3.1M | Sell |
119,764
-47,571
| -28% | -$1.32M | 0.19% | 126 |
|
|
2018
Q3 | $5.01M | Sell |
167,335
-12,317
| -7% | -$364K | 0.2% | 111 |
|
|
2018
Q2 | $5.32M | Buy |
179,652
+136,100
| +313% | +$4.06M | 0.22% | 102 |
|
|
2018
Q1 | $1.29M | Hold |
43,552
| – | – | 0.06% | 326 |
|
|
2017
Q4 | $1.29M | Buy |
43,552
+2,594
| +6% | +$77K | 0.06% | 327 |
|
|
2017
Q3 | $1.19M | Sell |
40,958
-22,730
| -36% | -$642K | 0.05% | 393 |
|
|
2017
Q2 | $1.81M | Buy |
63,688
+25,622
| +67% | +$724K | 0.08% | 288 |
|
|
2017
Q1 | $1.05M | Buy |
38,066
+8,942
| +31% | +$240K | 0.05% | 414 |
|
|
2016
Q4 | $761K | Buy |
29,124
+561
| +2% | +$14.2K | 0.04% | 467 |
|
|
2016
Q3 | $709K | Sell |
28,563
-748
| -3% | -$18.2K | 0.04% | 459 |
|
|
2016
Q2 | $703K | Sell |
29,311
-204,718
| -87% | -$4.92M | 0.04% | 442 |
|
|
2016
Q1 | $6.75M | Buy |
234,029
+232,192
| +12,640% | +$5.48M | 0.92% | 17 |
|
|
2015
Q4 | $47K | Buy |
+1,837
| New | +$47.7K | ﹤0.01% | 1659 |
|
Other funds holding HEFA
CCM
PCIG
DWM
