Kathryn A. Hall’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 |
-157,696
| Closed | -$5.59M | – | 27 |
|
|
2024
Q3 | $5.59M | Sell |
157,696
-146,810
| -48% | -$5.2M | 1.17% | 16 |
|
|
2024
Q2 | $10.8M | Hold |
304,506
| – | – | 2.5% | 7 |
|
|
2024
Q1 | $10.6M | Buy |
304,506
+61,755
| +25% | +$2.15M | 2.45% | 6 |
|
|
2023
Q4 | $7.65M | Sell |
242,751
-111,379
| -31% | -$3.51M | 2.16% | 9 |
|
|
2023
Q3 | $10.7M | Sell |
354,130
-71,326
| -17% | -$2.15M | 3.62% | 7 |
|
|
2023
Q2 | $13.2M | Sell |
425,456
-156,848
| -27% | -$4.86M | 4.3% | 7 |
|
|
2023
Q1 | $17.2M | Buy |
+582,304
| New | +$17.2M | 5.03% | 5 |
|