Liberty Wealth Management’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 | $2.17M | Buy |
+57,062
| New | +$2.17M | 0.34% | 57 |
|
|
2024
Q4 | – | Sell |
-92,980
| Closed | -$3.29M | – | 231 |
|
|
2024
Q3 | $3.29M | Sell |
92,980
-116,361
| -56% | -$4.12M | 0.56% | 42 |
|
|
2024
Q2 | $3.53M | Buy |
209,341
+165,151
| +374% | +$2.78M | 0.65% | 37 |
|
|
2024
Q1 | $1.54M | Buy |
+44,190
| New | +$1.54M | 0.3% | 55 |
|
|
2021
Q2 | – | Sell |
-175
| Closed | -$5K | – | 1111 |
|
|
2021
Q1 | $5K | Hold |
175
| – | – | ﹤0.01% | 696 |
|
|
2020
Q4 | $5K | Hold |
175
| – | – | ﹤0.01% | 691 |
|
|
2020
Q3 | $5K | Hold |
175
| – | – | ﹤0.01% | 620 |
|
|
2020
Q2 | $5K | Hold |
175
| – | – | ﹤0.01% | 601 |
|
|
2020
Q1 | $4K | Hold |
175
| – | – | ﹤0.01% | 618 |
|
|
2019
Q4 | $5K | Hold |
175
| – | – | ﹤0.01% | 666 |
|
|
2019
Q3 | $5K | Sell |
175
-171
| -49% | -$4.89K | ﹤0.01% | 631 |
|
|
2019
Q2 | $10K | Buy |
346
+171
| +98% | +$4.94K | 0.01% | 523 |
|
|
2019
Q1 | $5K | Hold |
175
| – | – | ﹤0.01% | 540 |
|
|
2018
Q4 | $4K | Buy |
+175
| New | +$4K | ﹤0.01% | 586 |
|