KWB Wealth’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 | $4.44M | Buy |
+122,473
| New | +$4.44M | 0.54% | 38 |
|
|
2024
Q4 | – | Sell |
-80,992
| Closed | -$2.88M | – | 149 |
|
|
2024
Q3 | $2.88M | Sell |
80,992
-17,963
| -18% | -$639K | 0.38% | 38 |
|
|
2024
Q2 | $3.45M | Sell |
98,955
-1,515
| -2% | -$52.8K | 0.47% | 30 |
|
|
2024
Q1 | $3.5M | Buy |
+100,470
| New | +$3.5M | 0.47% | 30 |
|