Mather Group’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 | – | Sell |
-15,184
| Closed | -$551K | – | 1068 |
|
|
2025
Q1 | $551K | Buy |
15,184
+2,761
| +22% | +$100K | 0.01% | 361 |
|
|
2024
Q4 | $432K | Buy |
12,423
+123
| +1% | +$4.27K | 0.01% | 394 |
|
|
2024
Q3 | $436K | Sell |
12,300
-4,188
| -25% | -$148K | 0.01% | 397 |
|
|
2024
Q2 | $575K | Buy |
16,488
+12,506
| +314% | +$436K | 0.01% | 386 |
|
|
2024
Q1 | $125K | Buy |
+3,982
| New | +$125K | ﹤0.01% | 643 |
|