Perigon Wealth Management’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
Q3 | $971K | Sell |
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|
2025
Q2 | $1.01M | Sell |
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|
2025
Q1 | $3.33M | Buy |
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|
2024
Q4 | $982K | Buy |
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|
2024
Q3 | $972K | Sell |
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|
2024
Q2 | $2.91M | Sell |
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|
2024
Q1 | $2.99M | Buy |
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|
2023
Q4 | $567K | Buy |
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|
2023
Q3 | $473K | Buy |
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|
2023
Q2 | $347K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $44K | Sell |
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|
2017
Q4 | $79K | Buy |
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|
2017
Q3 | $33K | Hold |
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|
2017
Q2 | $32K | Hold |
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|
2017
Q1 | $31K | Hold |
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|
2016
Q4 | $31K | Buy |
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