Lloyd Advisory Services’s iShares Adaptive Currency Hedged MSCI EAFE ETF DEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-718
Closed -$24K 426
2021
Q2
$24K Buy
+718
New +$23.6K 0.01% 230

Lloyd Advisory Services's DEFA Position: Q3 2021 in Review

Lloyd Advisory Services sold out of iShares Adaptive Currency Hedged MSCI EAFE ETF (DEFA) in Q3 2021, closing a stake of 718 shares — an estimated $24K sold.

Lloyd Advisory Services first reported a position in DEFA in Q2 2021 and held it in 1 quarter. The position peaked at $24K in Q2 2021. 0 funds tracked by Wall St. Rank hold DEFA as of Q3 2021.

  • Lloyd Advisory Services reported no remaining iShares Adaptive Currency Hedged MSCI EAFE ETF position as of Q3 2021 after selling out during the quarter.
  • Lloyd Advisory Services sold 718 iShares Adaptive Currency Hedged MSCI EAFE ETF shares in Q3 2021, an estimated $24K.
  • Lloyd Advisory Services first reported a position in iShares Adaptive Currency Hedged MSCI EAFE ETF in Q2 2021 and held it in 1 quarter.
  • Lloyd Advisory Services's iShares Adaptive Currency Hedged MSCI EAFE ETF position peaked at $24K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held iShares Adaptive Currency Hedged MSCI EAFE ETF as of Q3 2021.

Based on Lloyd Advisory Services's 13F filing for Q3 2021, filed 21 Oct 2021.