SIM
Seaview Investment Managers’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.74M | Sell |
256,590
-3,548
| -1% | -$135K | 2.06% | 23 |
|
|
2025
Q1 | $9.44M | Buy |
260,138
+86,325
| +50% | +$3.13M | 2.29% | 25 |
|
|
2024
Q4 | $6.04M | Sell |
173,813
-84,299
| -33% | -$2.93M | 1.67% | 29 |
|
|
2024
Q3 | $9.14M | Sell |
258,112
-9,753
| -4% | -$345K | 2.75% | 22 |
|
|
2024
Q2 | $9.52M | Buy |
267,865
+68,152
| +34% | +$2.42M | 2.87% | 17 |
|
|
2024
Q1 | $6.97M | Buy |
199,713
+75,353
| +61% | +$2.63M | 2.1% | 29 |
|
|
2023
Q4 | $3.92M | Buy |
124,360
+9,396
| +8% | +$296K | 1.25% | 30 |
|
|
2023
Q3 | $3.46M | Buy |
+114,964
| New | +$3.46M | 1.16% | 29 |
|