JP Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.62M | Sell |
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|
2023
Q2 | $5.56M | Sell |
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|
2023
Q1 | $22.2M | Sell |
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|
2022
Q4 | $20.7M | Buy |
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|
2022
Q3 | $21.8M | Sell |
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|
2022
Q2 | $40M | Sell |
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|
2022
Q1 | $42.9M | Buy |
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|
2021
Q4 | $44M | Sell |
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|
2021
Q3 | $44M | Buy |
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|
2021
Q2 | $43.3M | Buy |
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|
2021
Q1 | $38.7M | Sell |
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|
2020
Q4 | $50M | Sell |
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|
2020
Q3 | $46.3M | Sell |
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|
2020
Q2 | $107M | Buy |
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|
2020
Q1 | $40.7M | Buy |
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|
2019
Q4 | $41.1M | Buy |
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|
2019
Q3 | $38.9M | Buy |
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|
2019
Q2 | $36.7M | Buy |
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|
2019
Q1 | $35.4M | Buy |
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|
2018
Q4 | $26.5M | Sell |
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|
2018
Q3 | $42.7M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $966K | Hold |
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|
2017
Q1 | $935K | Buy |
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|
2016
Q4 | $887K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $778K | Buy |
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|
2015
Q4 | $253K | Buy |
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