Patriot Financial Group Insurance Agency’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $294K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $345K | Sell |
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|
2024
Q1 | $390K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $198K | Buy |
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|
2017
Q4 | $176K | Buy |
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|
2017
Q3 | $70K | Buy |
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|
2017
Q2 | $37K | Buy |
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|
2017
Q1 | $9K | Sell |
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|
2016
Q4 | $19K | Buy |
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