Prosperity Capital 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 |
-98,755
| Closed | -$3.59M | – | 315 |
|
|
2025
Q1 | $3.59M | Buy |
98,755
+987
| +1% | +$35.9K | 0.28% | 64 |
|
|
2024
Q4 | $3.4M | Sell |
97,768
-3,313
| -3% | -$115K | 0.28% | 66 |
|
|
2024
Q3 | $3.58M | Buy |
101,081
+14,242
| +16% | +$504K | 0.3% | 66 |
|
|
2024
Q2 | $3.09M | Buy |
86,839
+29,220
| +51% | +$1.04M | 0.34% | 53 |
|
|
2024
Q1 | $2.01M | Buy |
57,619
+36,146
| +168% | +$1.26M | 0.24% | 70 |
|
|
2023
Q4 | $677K | Buy |
+21,473
| New | +$677K | 0.07% | 133 |
|