RDA Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,630
| Closed | -$200K | – | 233 |
|
|
2024
Q2 | $200K | Buy |
+5,630
| New | +$200K | 0.07% | 225 |
|
|
2022
Q3 | – | Sell |
-8,593
| Closed | -$273K | – | 206 |
|
|
2022
Q2 | $273K | Sell |
8,593
-943
| -10% | -$30K | 0.14% | 154 |
|
|
2022
Q1 | $324K | Buy |
+9,536
| New | +$324K | 0.14% | 158 |
|
|
2020
Q1 | – | Sell |
-9,637
| Closed | -$295K | – | 209 |
|
|
2019
Q4 | $295K | Hold |
9,637
| – | – | 0.12% | 184 |
|
|
2019
Q3 | $299K | Hold |
9,637
| – | – | 0.13% | 168 |
|
|
2019
Q2 | $286K | Hold |
9,637
| – | – | 0.13% | 169 |
|
|
2019
Q1 | $285K | Buy |
+9,637
| New | +$285K | 0.13% | 164 |
|