LAS
LWM Advisory Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-43,962
| Closed | -$1.32M | – | 111 |
|
|
2023
Q3 | $1.32M | Sell |
43,962
-15,369
| -26% | -$463K | 1.42% | 15 |
|
|
2023
Q2 | $1.84M | Buy |
59,331
+1,011
| +2% | +$31.3K | 1.94% | 12 |
|
|
2023
Q1 | $1.72M | Buy |
58,320
+14,947
| +34% | +$440K | 1.84% | 13 |
|
|
2022
Q4 | $1.17M | Sell |
43,373
-11,278
| -21% | -$305K | 1.29% | 20 |
|
|
2022
Q3 | $1.63M | Sell |
54,651
-1,371
| -2% | -$41K | 1.85% | 9 |
|
|
2022
Q2 | $1.78M | Buy |
56,022
+15,889
| +40% | +$506K | 2.14% | 9 |
|
|
2022
Q1 | $1.36M | Buy |
40,133
+1,222
| +3% | +$41.5K | 1.69% | 10 |
|
|
2021
Q4 | $1.38M | Buy |
+38,911
| New | +$1.38M | 1.71% | 10 |
|