Lake Street Advisors Group’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
Q2 | – | Sell |
-36,189
| Closed | -$1.26M | – | 639 |
|
|
2024
Q1 | $1.26M | Buy |
36,189
+394
| +1% | +$13.7K | 0.06% | 192 |
|
|
2023
Q4 | $1.13M | Buy |
35,795
+14
| +0% | +$441 | 0.06% | 205 |
|
|
2023
Q3 | $1.08M | Buy |
35,781
+596
| +2% | +$17.9K | 0.06% | 157 |
|
|
2023
Q2 | $1.09M | Hold |
35,185
| – | – | 0.06% | 162 |
|
|
2023
Q1 | $1.04M | Buy |
+35,185
| New | +$1.04M | 0.06% | 162 |
|
|
2018
Q3 | – | Sell |
-30,985
| Closed | -$917K | – | 259 |
|
|
2018
Q2 | $917K | Hold |
30,985
| – | – | 0.09% | 85 |
|
|
2018
Q1 | $890K | Sell |
30,985
-6,246
| -17% | -$179K | 0.1% | 77 |
|
|
2017
Q4 | $1.11M | Buy |
+37,231
| New | +$1.11M | 0.13% | 59 |
|