Regal Investment 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 | $3.81M | Sell |
100,295
-41,044
| -29% | -$1.56M | 0.29% | 91 |
|
|
2025
Q1 | $5.13M | Buy |
141,339
+45,948
| +48% | +$1.67M | 0.41% | 68 |
|
|
2024
Q4 | $3.31M | Sell |
95,391
-110,263
| -54% | -$3.83M | 0.25% | 112 |
|
|
2024
Q3 | $7.28M | Sell |
205,654
-237,450
| -54% | -$8.41M | 0.51% | 48 |
|
|
2024
Q2 | $15.8M | Sell |
443,104
-6,662
| -1% | -$237K | 1.03% | 14 |
|
|
2024
Q1 | $15.7M | Buy |
449,766
+109,522
| +32% | +$3.82M | 1.07% | 14 |
|
|
2023
Q4 | $10.7M | Buy |
340,244
+255,270
| +300% | +$8.04M | 0.81% | 25 |
|
|
2023
Q3 | $2.56M | Buy |
84,974
+16,938
| +25% | +$510K | 0.22% | 127 |
|
|
2023
Q2 | $2.11M | Buy |
68,036
+8,538
| +14% | +$265K | 0.18% | 138 |
|
|
2023
Q1 | $1.75M | Buy |
59,498
+15,379
| +35% | +$453K | 0.15% | 151 |
|
|
2022
Q4 | $1.19M | Buy |
44,119
+28,455
| +182% | +$768K | 0.12% | 170 |
|
|
2022
Q3 | $468K | Buy |
15,664
+2,940
| +23% | +$87.8K | 0.05% | 275 |
|
|
2022
Q2 | $405K | Hold |
12,724
| – | – | 0.04% | 318 |
|
|
2022
Q1 | $432K | Buy |
12,724
+679
| +6% | +$23.1K | 0.04% | 337 |
|
|
2021
Q4 | $426K | Buy |
+12,045
| New | +$426K | 0.04% | 358 |
|