Lantz Financial’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 | – | Sell |
-21,440
| Closed | -$778K | – | 236 |
|
|
2025
Q1 | $778K | Buy |
21,440
+13,901
| +184% | +$504K | 0.21% | 111 |
|
|
2024
Q4 | $262K | Sell |
7,539
-1,448
| -16% | -$50.3K | 0.07% | 191 |
|
|
2024
Q3 | $318K | Sell |
8,987
-16,385
| -65% | -$580K | 0.09% | 178 |
|
|
2024
Q2 | $902K | Sell |
25,372
-6,166
| -20% | -$219K | 0.28% | 92 |
|
|
2024
Q1 | $1.1M | Buy |
+31,538
| New | +$1.1M | 0.35% | 80 |
|