LGT Financial Advisors’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 | $31K | Sell |
816
-3,078
| -79% | -$117K | 0.08% | 131 |
|
|
2025
Q1 | $141K | Buy |
3,894
+3,273
| +527% | +$119K | 0.43% | 50 |
|
|
2024
Q4 | $21.6K | Buy |
621
+350
| +129% | +$12.2K | 0.05% | 295 |
|
|
2024
Q3 | $9.61K | Sell |
271
-2,955
| -92% | -$105K | 0.02% | 426 |
|
|
2024
Q2 | $115K | Buy |
3,226
+42
| +1% | +$1.49K | 0.24% | 70 |
|
|
2024
Q1 | $111K | Buy |
+3,184
| New | +$111K | 0.13% | 165 |
|