Merit Financial 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 | $3.75M | Sell |
98,729
-294,053
| -75% | -$11.2M | 0.04% | 344 |
|
|
2025
Q1 | $14.3M | Buy |
392,782
+372,209
| +1,809% | +$13.5M | 0.21% | 83 |
|
|
2024
Q4 | $715K | Buy |
20,573
+12,385
| +151% | +$430K | 0.01% | 601 |
|
|
2024
Q3 | $290K | Sell |
8,188
-112,819
| -93% | -$4M | 0.01% | 680 |
|
|
2024
Q2 | $4.3M | Sell |
121,007
-42,659
| -26% | -$1.52M | 0.09% | 164 |
|
|
2024
Q1 | $5.68M | Buy |
+163,666
| New | +$5.68M | 0.14% | 125 |
|