Semmax Financial 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 | – | Sell |
-4,289
| Closed | -$158K | – | 426 |
|
|
2025
Q1 | $158K | Buy |
4,289
+4,288
| +428,800% | +$158K | 0.04% | 131 |
|
|
2024
Q4 | $26 | Hold |
1
| – | – | ﹤0.01% | 352 |
|
|
2024
Q3 | $24 | Sell |
1
-4,289
| -100% | -$103K | ﹤0.01% | 372 |
|
|
2024
Q2 | $145K | Sell |
4,290
-1,871
| -30% | -$63.4K | 0.04% | 129 |
|
|
2024
Q1 | $219K | Buy |
+6,161
| New | +$219K | 0.07% | 114 |
|
|
2020
Q3 | – | Sell |
-387
| Closed | -$11K | – | 259 |
|
|
2020
Q2 | $11K | Hold |
387
| – | – | 0.01% | 152 |
|
|
2020
Q1 | $9K | Hold |
387
| – | – | 0.01% | 157 |
|
|
2019
Q4 | $12K | Hold |
387
| – | – | 0.01% | 158 |
|
|
2019
Q3 | $12K | Hold |
387
| – | – | 0.01% | 164 |
|
|
2019
Q2 | $12K | Sell |
387
-479
| -55% | -$14.9K | 0.01% | 168 |
|
|
2019
Q1 | $25K | Hold |
866
| – | – | 0.02% | 241 |
|
|
2018
Q4 | $22K | Buy |
+866
| New | +$22K | 0.02% | 269 |
|