Jones Financial Companies’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 | $5.92M | Buy |
155,282
+40,246
| +35% | +$1.53M | ﹤0.01% | 455 |
|
|
2025
Q1 | $4.21M | Buy |
115,036
+49,175
| +75% | +$1.8M | ﹤0.01% | 469 |
|
|
2024
Q4 | $2.29M | Buy |
65,861
+11,801
| +22% | +$410K | ﹤0.01% | 526 |
|
|
2024
Q3 | $1.91M | Buy |
54,060
+19,887
| +58% | +$703K | ﹤0.01% | 468 |
|
|
2024
Q2 | $1.22M | Buy |
34,173
+30,354
| +795% | +$1.08M | ﹤0.01% | 398 |
|
|
2024
Q1 | $133K | Buy |
+3,819
| New | +$133K | ﹤0.01% | 534 |
|