OWA
One Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $685K | Sell |
18,041
-63,280
| -78% | -$2.4M | 0.1% | 123 |
|
|
2025
Q1 | $2.95M | Buy |
81,321
+73,074
| +886% | +$2.65M | 0.44% | 45 |
|
|
2024
Q4 | $287K | Buy |
+8,247
| New | +$287K | 0.04% | 194 |
|
|
2024
Q3 | – | Sell |
-73,954
| Closed | -$2.48M | – | 269 |
|
|
2024
Q2 | $2.48M | Sell |
73,954
-43,039
| -37% | -$1.44M | 0.53% | 32 |
|
|
2024
Q1 | $4.08M | Buy |
+116,993
| New | +$4.08M | 0.71% | 32 |
|