LPAM
Lodestar Private Asset Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Buy |
15,025
+215
| +1% | +$8.16K | 0.07% | 132 |
|
|
2025
Q1 | $537K | Buy |
14,810
+2,500
| +20% | +$90.7K | 0.07% | 134 |
|
|
2024
Q4 | $428K | Buy |
12,310
+350
| +3% | +$12.2K | 0.05% | 147 |
|
|
2024
Q3 | $424K | Buy |
11,960
+1,850
| +18% | +$65.5K | 0.05% | 149 |
|
|
2024
Q2 | $359K | Buy |
10,110
+150
| +2% | +$5.33K | 0.05% | 161 |
|
|
2024
Q1 | $347K | Buy |
9,960
+300
| +3% | +$10.5K | 0.05% | 162 |
|
|
2023
Q4 | $304K | Buy |
9,660
+380
| +4% | +$12K | 0.05% | 163 |
|
|
2023
Q3 | $279K | Buy |
9,280
+280
| +3% | +$8.43K | 0.05% | 162 |
|
|
2023
Q2 | $279K | Hold |
9,000
| – | – | 0.05% | 167 |
|
|
2023
Q1 | $265K | Sell |
9,000
-1,500
| -14% | -$44.2K | 0.05% | 165 |
|
|
2022
Q4 | $284K | Buy |
+10,500
| New | +$284K | 0.05% | 160 |
|