Kestra Private Wealth Services’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 | $2.17M | Buy |
57,296
+23,765
| +71% | +$902K | 0.03% | 474 |
|
|
2025
Q1 | $1.22M | Buy |
33,531
+17,580
| +110% | +$638K | 0.02% | 612 |
|
|
2024
Q4 | $554K | Sell |
15,951
-5,556
| -26% | -$193K | 0.01% | 879 |
|
|
2024
Q3 | $762K | Sell |
21,507
-10,520
| -33% | -$373K | 0.01% | 707 |
|
|
2024
Q2 | $1.14M | Buy |
32,027
+215
| +0.7% | +$7.64K | 0.02% | 533 |
|
|
2024
Q1 | $1.11M | Sell |
31,812
-904
| -3% | -$31.5K | 0.03% | 527 |
|
|
2023
Q4 | $1.03M | Buy |
+32,716
| New | +$1.03M | 0.03% | 523 |
|