Insigneo Advisory Services’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
Q4 | – | Sell |
-11,128
| Closed | -$394K | – | 655 |
|
|
2024
Q3 | $394K | Sell |
11,128
-173
| -2% | -$6.13K | 0.04% | 369 |
|
|
2024
Q2 | $365K | Buy |
11,301
+370
| +3% | +$12K | 0.04% | 360 |
|
|
2024
Q1 | $381K | Buy |
10,931
+303
| +3% | +$10.6K | 0.05% | 321 |
|
|
2023
Q4 | $335K | Buy |
10,628
+121
| +1% | +$3.81K | 0.05% | 315 |
|
|
2023
Q3 | $316K | Buy |
10,507
+47
| +0.4% | +$1.42K | 0.06% | 276 |
|
|
2023
Q2 | $324K | Buy |
+10,460
| New | +$324K | 0.06% | 274 |
|