Meridian 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 | $10.7M | Sell |
281,103
-38,368
| -12% | -$1.46M | 0.46% | 44 |
|
|
2025
Q1 | $11.6M | Buy |
319,471
+1,907
| +0.6% | +$69.2K | 0.56% | 36 |
|
|
2024
Q4 | $11M | Buy |
317,564
+43,138
| +16% | +$1.5M | 0.52% | 39 |
|
|
2024
Q3 | $9.72M | Buy |
274,426
+99,809
| +57% | +$3.54M | 0.48% | 44 |
|
|
2024
Q2 | $6.21M | Buy |
+174,617
| New | +$6.21M | 0.74% | 25 |
|
|
2024
Q1 | – | Sell |
-100,381
| Closed | -$3.16M | – | 335 |
|
|
2023
Q4 | $3.16M | Buy |
+100,381
| New | +$3.16M | 0.2% | 114 |
|