Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Sell |
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|
2025
Q1 | $8.38M | Buy |
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|
2024
Q4 | $3.77M | Sell |
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|
2024
Q3 | $12.8M | Sell |
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|
2024
Q2 | $16.2M | Buy |
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|
2024
Q1 | $4.89M | Buy |
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|
2023
Q4 | $1.52M | Sell |
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|
2023
Q3 | $1.51M | Buy |
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|
2023
Q2 | $1.44M | Buy |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q4 | $584K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $618K | Sell |
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|
2018
Q1 | $922K | Buy |
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|
2017
Q4 | $899K | Buy |
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