LWL
Leo Wealth LLC’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $314K | Hold |
8,271
| – | – | 0.02% | 302 |
|
2025
Q1 | $300K | Hold |
8,271
| – | – | 0.04% | 223 |
|
2024
Q4 | $287K | Hold |
8,271
| – | – | 0.03% | 296 |
|
2024
Q3 | $293K | Hold |
8,271
| – | – | 0.03% | 283 |
|
2024
Q2 | $294K | Hold |
8,271
| – | – | 0.03% | 273 |
|
2024
Q1 | $288K | Hold |
8,271
| – | – | 0.03% | 271 |
|
2023
Q4 | $261K | Buy |
+8,271
| New | +$261K | 0.03% | 275 |
|