Physician Wealth Advisors’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 | $13.5K | Sell |
355
-84,797
| -100% | -$3.22M | ﹤0.01% | 595 |
|
|
2025
Q1 | $3.09M | Buy |
85,152
+84,779
| +22,729% | +$3.08M | 0.53% | 38 |
|
|
2024
Q4 | $12.9K | Buy |
+373
| New | +$12.9K | ﹤0.01% | 590 |
|
|
2024
Q3 | – | Sell |
-78,765
| Closed | -$2.82M | – | 186 |
|
|
2024
Q2 | $2.82M | Sell |
78,765
-43,283
| -35% | -$1.55M | 0.52% | 37 |
|
|
2024
Q1 | $4.14M | Buy |
+122,048
| New | +$4.14M | 0.87% | 28 |
|