Patton Albertson Miller Group’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 | $392K | Hold |
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|
2025
Q1 | $375K | Hold |
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|
2024
Q4 | $359K | Sell |
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|
2024
Q3 | $377K | Hold |
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|
2024
Q2 | $379K | Sell |
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|
2024
Q1 | $443K | Sell |
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|
2023
Q4 | $482K | Sell |
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|
2023
Q3 | $511K | Sell |
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|
2023
Q2 | $573K | Sell |
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|
2023
Q1 | $699K | Sell |
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|
2022
Q4 | $760K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $350K | Sell |
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|
2018
Q3 | $488K | Sell |
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|
2018
Q2 | $563K | Sell |
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|
2018
Q1 | $2.83M | Sell |
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|
2017
Q4 | $4.8M | Sell |
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|
2017
Q3 | $5.73M | Sell |
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|
2017
Q2 | $6.33M | Buy |
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|
2017
Q1 | $5.56M | Buy |
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|
2016
Q4 | $2.5M | Buy |
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|
2016
Q3 | $2.29M | Buy |
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