McKinley Carter Wealth Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $375K | Hold |
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|
2025
Q2 | $359K | Sell |
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|
2025
Q1 | $376K | Sell |
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|
2024
Q4 | $450K | Sell |
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|
2024
Q3 | $548K | Sell |
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|
2024
Q2 | $625K | Sell |
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|
2024
Q1 | $628K | Sell |
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|
2023
Q4 | $658K | Sell |
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|
2023
Q3 | $639K | Sell |
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|
2023
Q2 | $717K | Sell |
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|
2023
Q1 | $732K | Sell |
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|
2022
Q4 | $891K | Sell |
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|
2022
Q3 | $1.29M | Sell |
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|
2022
Q2 | $1.65M | Sell |
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|
2022
Q1 | $2.11M | Sell |
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|
2021
Q4 | $2.52M | Sell |
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|
2021
Q3 | $2.94M | Sell |
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|
2021
Q2 | $3.24M | Sell |
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|
2021
Q1 | $3.22M | Sell |
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|
2020
Q4 | $3.08M | Buy |
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