PFA
Pettinga Financial Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-147,286
| Closed | -$5.24M | – | 119 |
|
|
2024
Q2 | $5.24M | Sell |
147,286
-9,710
| -6% | -$345K | 1.31% | 22 |
|
|
2024
Q1 | $5.48M | Buy |
+156,996
| New | +$5.48M | 1.4% | 22 |
|
|
2022
Q2 | – | Sell |
-47,960
| Closed | -$1.63M | – | 107 |
|
|
2022
Q1 | $1.63M | Buy |
47,960
+14,575
| +44% | +$495K | 0.41% | 44 |
|
|
2021
Q4 | $1.18M | Buy |
+33,385
| New | +$1.18M | 0.29% | 53 |
|
|
2019
Q1 | – | Sell |
-7,800
| Closed | -$201K | – | 95 |
|
|
2018
Q4 | $201K | Buy |
+7,800
| New | +$201K | 0.13% | 85 |
|