Keystone Financial Group (Kentucky)’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 | $6.84M | Buy |
180,246
+89,457
| +99% | +$3.4M | 0.62% | 32 |
|
|
2025
Q1 | $3.29M | Sell |
90,789
-86,217
| -49% | -$3.13M | 0.33% | 65 |
|
|
2024
Q4 | $6.15M | Buy |
177,006
+13,608
| +8% | +$473K | 0.61% | 31 |
|
|
2024
Q3 | $5.79M | Buy |
+163,398
| New | +$5.79M | 0.74% | 30 |
|
|
2024
Q2 | – | Sell |
-80,449
| Closed | -$2.81M | – | 215 |
|
|
2024
Q1 | $2.81M | Buy |
+80,449
| New | +$2.81M | 0.41% | 53 |
|