OneDigital Investment 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 | $8.34M | Sell |
219,692
-724,589
| -77% | -$27.5M | 0.09% | 181 |
|
|
2025
Q1 | $34.3M | Buy |
944,281
+664,309
| +237% | +$24.1M | 0.41% | 48 |
|
|
2024
Q4 | $9.73M | Sell |
279,972
-11,657
| -4% | -$405K | 0.11% | 153 |
|
|
2024
Q3 | $10.3M | Sell |
291,629
-566,251
| -66% | -$20.1M | 0.12% | 147 |
|
|
2024
Q2 | $30.5M | Buy |
857,880
+16,570
| +2% | +$589K | 0.38% | 55 |
|
|
2024
Q1 | $29.3M | Buy |
841,310
+833,615
| +10,833% | +$29.1M | 0.46% | 50 |
|
|
2023
Q4 | $242K | Buy |
7,695
+31
| +0.4% | +$977 | ﹤0.01% | 986 |
|
|
2023
Q3 | $231K | Buy |
+7,664
| New | +$231K | 0.01% | 893 |
|