Mutual Advisors’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 | $5.39M | Buy |
140,738
+10,992
| +8% | +$421K | 0.13% | 157 |
|
|
2025
Q1 | $4.65M | Sell |
129,746
-3,230
| -2% | -$116K | 0.13% | 157 |
|
|
2024
Q4 | $4.69M | Buy |
132,976
+2,662
| +2% | +$93.9K | 0.14% | 149 |
|
|
2024
Q3 | $4.58M | Buy |
130,314
+23,403
| +22% | +$823K | 0.13% | 145 |
|
|
2024
Q2 | $3.72M | Buy |
106,911
+33,200
| +45% | +$1.16M | 0.11% | 173 |
|
|
2024
Q1 | $2.57M | Buy |
73,711
+61,482
| +503% | +$2.14M | 0.08% | 223 |
|
|
2023
Q4 | $385K | Buy |
12,229
+2,244
| +22% | +$70.7K | 0.01% | 735 |
|
|
2023
Q3 | $301K | Buy |
9,985
+2,681
| +37% | +$80.7K | 0.01% | 773 |
|
|
2023
Q2 | $226K | Buy |
+7,304
| New | +$226K | 0.01% | 904 |
|