Lido 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 | – | Sell |
-6,531
| Closed | -$237K | – | 1481 |
|
|
2025
Q1 | $237K | Buy |
6,531
+208
| +3% | +$7.55K | ﹤0.01% | 1215 |
|
|
2024
Q4 | $220K | Buy |
+6,323
| New | +$220K | ﹤0.01% | 1225 |
|
|
2023
Q4 | – | Sell |
-25,969
| Closed | -$782K | – | 1191 |
|
|
2023
Q3 | $782K | Buy |
+25,969
| New | +$782K | 0.01% | 549 |
|