Maltin Wealth Management’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 | $1.44M | Buy |
38,059
+1,606
| +4% | +$61K | 0.65% | 44 |
|
|
2025
Q1 | $1.32M | Sell |
36,453
-58
| -0.2% | -$2.11K | 0.62% | 45 |
|
|
2024
Q4 | $1.27M | Buy |
36,511
+442
| +1% | +$15.4K | 0.62% | 48 |
|
|
2024
Q3 | $1.28M | Buy |
36,069
+97
| +0.3% | +$3.44K | 0.62% | 49 |
|
|
2024
Q2 | $1.28M | Buy |
35,972
+761
| +2% | +$27.1K | 0.69% | 46 |
|
|
2024
Q1 | $1.23M | Buy |
35,211
+4,599
| +15% | +$160K | 0.69% | 47 |
|
|
2023
Q4 | $965K | Buy |
30,612
+81
| +0.3% | +$2.55K | 0.61% | 55 |
|
|
2023
Q3 | $919K | Buy |
30,531
+619
| +2% | +$18.6K | 0.64% | 55 |
|
|
2023
Q2 | $927K | Buy |
29,912
+1,193
| +4% | +$37K | 0.66% | 50 |
|
|
2023
Q1 | $846K | Buy |
28,719
+414
| +1% | +$12.2K | 0.61% | 53 |
|
|
2022
Q4 | $764K | Buy |
28,305
+4,417
| +18% | +$119K | 0.56% | 53 |
|
|
2022
Q3 | $714K | Buy |
23,888
+852
| +4% | +$25.5K | 0.56% | 62 |
|
|
2022
Q2 | $733K | Sell |
23,036
-24,135
| -51% | -$768K | 0.53% | 63 |
|
|
2022
Q1 | $1.6M | Buy |
47,171
+543
| +1% | +$18.4K | 1.06% | 32 |
|
|
2021
Q4 | $1.65M | Buy |
46,628
+940
| +2% | +$33.2K | 0.99% | 35 |
|
|
2021
Q3 | $1.57M | Buy |
45,688
+632
| +1% | +$21.7K | 0.96% | 32 |
|
|
2021
Q2 | $1.56M | Sell |
45,056
-253
| -0.6% | -$8.77K | 0.95% | 33 |
|
|
2021
Q1 | $1.49M | Sell |
45,309
-2,342
| -5% | -$77.2K | 0.97% | 32 |
|
|
2020
Q4 | $1.45M | Sell |
47,651
-6,136
| -11% | -$187K | 1.02% | 32 |
|
|
2020
Q3 | $1.48M | Sell |
53,787
-4,145
| -7% | -$114K | 1.05% | 31 |
|
|
2020
Q2 | $1.6M | Buy |
57,932
+1,972
| +4% | +$54.4K | 1.21% | 28 |
|
|
2020
Q1 | $1.36M | Sell |
55,960
-36,934
| -40% | -$894K | 1.15% | 28 |
|
|
2019
Q4 | $2.84M | Buy |
+92,894
| New | +$2.84M | 1.83% | 18 |
|