Sage Mountain Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $869K | Sell |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $998K | Sell |
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|
2024
Q3 | $1.05M | Hold |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $1.86M | Hold |
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|
2023
Q4 | $1.68M | Buy |
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|
2023
Q3 | $1.47M | Sell |
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|
2023
Q2 | $1.65M | Buy |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $542K | Buy |
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|
2022
Q3 | $487K | Hold |
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|
2022
Q2 | $518K | Hold |
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|
2022
Q1 | $553K | Sell |
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|
2021
Q4 | $871K | Buy |
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|
2021
Q3 | $685K | Hold |
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|
2021
Q2 | $690K | Hold |
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|
2021
Q1 | $657K | Buy |
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|
2020
Q4 | $47K | Buy |
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