Plante Moran Financial 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 | – | Sell |
-49
| Closed | -$1.78K | – | 812 |
|
|
2025
Q1 | $1.78K | Sell |
49
-106
| -68% | -$3.85K | ﹤0.01% | 697 |
|
|
2024
Q4 | $5.39K | Buy |
155
+66
| +74% | +$2.29K | ﹤0.01% | 676 |
|
|
2024
Q3 | $3.15K | Buy |
+89
| New | +$3.15K | ﹤0.01% | 726 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 815 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 845 |
|
|
2020
Q2 | – | Sell |
-601
| Closed | -$15K | – | 797 |
|
|
2020
Q1 | $15K | Buy |
+601
| New | +$15K | 0.01% | 435 |
|