MPW
MA Private Wealth’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 | $6.02M | Sell |
158,616
-12,921
| -8% | -$490K | 1.08% | 23 |
|
2025
Q1 | $6.23M | Buy |
171,537
+34,522
| +25% | +$1.25M | 1.17% | 17 |
|
2024
Q4 | $4.76M | Buy |
137,015
+7,684
| +6% | +$267K | 0.89% | 19 |
|
2024
Q3 | $4.58M | Buy |
+129,331
| New | +$4.58M | 0.86% | 21 |
|