Patriot Financial Group Insurance Agency’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 | – | Sell |
-8,113
| Closed | -$294K | – | 539 |
|
|
2025
Q1 | $294K | Buy |
+8,113
| New | +$294K | 0.04% | 383 |
|
|
2024
Q3 | – | Sell |
-9,692
| Closed | -$345K | – | 504 |
|
|
2024
Q2 | $345K | Sell |
9,692
-1,501
| -13% | -$53.4K | 0.05% | 337 |
|
|
2024
Q1 | $390K | Buy |
+11,193
| New | +$390K | 0.06% | 308 |
|
|
2022
Q3 | – | Sell |
-124
| Closed | -$4K | – | 1044 |
|
|
2022
Q2 | $4K | Buy |
+124
| New | +$4K | ﹤0.01% | 1550 |
|
|
2018
Q2 | – | Sell |
-7,020
| Closed | -$198K | – | 713 |
|
|
2018
Q1 | $198K | Buy |
7,020
+1,311
| +23% | +$37K | 0.15% | 136 |
|
|
2017
Q4 | $176K | Buy |
5,709
+3,294
| +136% | +$102K | 0.13% | 140 |
|
|
2017
Q3 | $70K | Buy |
2,415
+1,111
| +85% | +$32.2K | 0.06% | 213 |
|
|
2017
Q2 | $37K | Buy |
1,304
+966
| +286% | +$27.4K | 0.04% | 295 |
|
|
2017
Q1 | $9K | Sell |
338
-368
| -52% | -$9.8K | 0.01% | 503 |
|
|
2016
Q4 | $19K | Buy |
+706
| New | +$19K | 0.03% | 348 |
|