Larson Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.4K | Buy |
458
+434
| +1,808% | +$16.5K | ﹤0.01% | 1546 |
|
2025
Q1 | $871 | Buy |
24
+16
| +200% | +$581 | ﹤0.01% | 2407 |
|
2024
Q4 | $278 | Buy |
+8
| New | +$278 | ﹤0.01% | 2345 |
|
2023
Q3 | – | Sell |
-20
| Closed | -$620 | – | 1738 |
|
2023
Q2 | $620 | Hold |
20
| – | – | ﹤0.01% | 1416 |
|
2023
Q1 | $589 | Hold |
20
| – | – | ﹤0.01% | 1398 |
|
2022
Q4 | $540 | Hold |
20
| – | – | ﹤0.01% | 1362 |
|
2022
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1201 |
|
2020
Q4 | – | Sell |
-6
| Closed | – | – | 791 |
|
2020
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 769 |
|
2020
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 706 |
|