KFS
Kelly Financial Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-43,396
| Closed | -$1.57M | – | 117 |
|
|
2025
Q1 | $1.57M | Buy |
+43,396
| New | +$1.57M | 0.55% | 30 |
|
|
2024
Q3 | – | Sell |
-121,672
| Closed | -$4.33M | – | 355 |
|
|
2024
Q2 | $4.33M | Buy |
121,672
+2,339
| +2% | +$83.2K | 1.55% | 13 |
|
|
2024
Q1 | $4.16M | Buy |
+119,333
| New | +$4.16M | 1.59% | 15 |
|