Quotient Wealth Partners’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 | $146M | Buy |
3,855,668
+100,381
| +3% | +$3.81M | 4.31% | 9 |
|
|
2025
Q1 | $136M | Sell |
3,755,287
-661,715
| -15% | -$24M | 4.35% | 10 |
|
|
2024
Q4 | $153M | Buy |
4,417,002
+198,606
| +5% | +$6.9M | 5.02% | 8 |
|
|
2024
Q3 | $149M | Buy |
4,218,396
+135,968
| +3% | +$4.82M | 4.91% | 9 |
|
|
2024
Q2 | $145M | Sell |
4,082,428
-96,648
| -2% | -$3.44M | 5.08% | 9 |
|
|
2024
Q1 | $146M | Buy |
4,179,076
+486,081
| +13% | +$17M | 5.21% | 9 |
|
|
2023
Q4 | $116M | Buy |
+3,692,995
| New | +$116M | 4.51% | 8 |
|