Insight Wealth Strategies’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,560
| Closed | -$261K | – | 227 |
|
|
2020
Q4 | $261K | Sell |
8,560
-1,036
| -11% | -$31.6K | 0.04% | 186 |
|
|
2020
Q3 | $264K | Buy |
9,596
+67
| +0.7% | +$1.84K | 0.05% | 157 |
|
|
2020
Q2 | $263K | Sell |
9,529
-45
| -0.5% | -$1.24K | 0.06% | 139 |
|
|
2020
Q1 | $232K | Hold |
9,574
| – | – | 0.06% | 131 |
|
|
2019
Q4 | $292K | Buy |
9,574
+477
| +5% | +$14.5K | 0.06% | 170 |
|
|
2019
Q3 | $272K | Buy |
+9,097
| New | +$272K | 0.06% | 165 |
|