Prospera Financial Services’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 | $714K | Buy |
18,787
+2,528
| +16% | +$96K | 0.01% | 777 |
|
|
2025
Q1 | $591K | Sell |
16,259
-1,488
| -8% | -$54K | 0.01% | 716 |
|
|
2024
Q4 | $617K | Sell |
17,747
-1,269
| -7% | -$44.1K | 0.01% | 676 |
|
|
2024
Q3 | $674K | Sell |
19,016
-1,877
| -9% | -$66.5K | 0.02% | 621 |
|
|
2024
Q2 | $743K | Sell |
20,893
-786
| -4% | -$28K | 0.02% | 583 |
|
|
2024
Q1 | $757K | Sell |
21,679
-17,772
| -45% | -$620K | 0.02% | 572 |
|
|
2023
Q4 | $1.24M | Buy |
+39,451
| New | +$1.24M | 0.04% | 416 |
|
|
2022
Q2 | – | Sell |
-461
| Closed | -$16K | – | 2040 |
|
|
2022
Q1 | $16K | Buy |
+461
| New | +$16K | ﹤0.01% | 1829 |
|