Kathleen S. Wright Associates’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
Q3 | $1.06M | Buy |
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|
2025
Q2 | $1.02M | Hold |
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|
2025
Q1 | $974K | Hold |
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|
2024
Q4 | $933K | Sell |
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|
2024
Q3 | $973K | Buy |
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|
2024
Q2 | $964K | Hold |
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|
2024
Q1 | $945K | Buy |
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|
2023
Q4 | $850K | Hold |
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|
2023
Q3 | $812K | Buy |
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|
2023
Q2 | $643K | Sell |
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|
2023
Q1 | $619K | Buy |
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|
2022
Q4 | $567K | Buy |
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|
2022
Q3 | $460K | Buy |
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|
2022
Q2 | $489K | Hold |
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|
2022
Q1 | $521K | Hold |
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|
2021
Q4 | $543K | Buy |
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