LifePlan Investment 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 |
-10,619
| Closed | -$385K | – | 107 |
|
|
2025
Q1 | $385K | Buy |
+10,619
| New | +$385K | 0.22% | 73 |
|
|
2024
Q4 | – | Sell |
-8,335
| Closed | -$295K | – | 98 |
|
|
2024
Q3 | $295K | Sell |
8,335
-3,032
| -27% | -$107K | 0.19% | 75 |
|
|
2024
Q2 | $404K | Sell |
11,367
-1,772
| -13% | -$63K | 0.29% | 59 |
|
|
2024
Q1 | $458K | Buy |
+13,139
| New | +$458K | 0.37% | 54 |
|