Sequoia 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 | $945K | Sell |
24,894
-102
| -0.4% | -$3.87K | 0.01% | 702 |
|
|
2025
Q1 | $907K | Buy |
24,996
+3,830
| +18% | +$139K | 0.01% | 650 |
|
|
2024
Q4 | $736K | Hold |
21,166
| – | – | 0.01% | 675 |
|
|
2024
Q3 | $750K | Hold |
21,166
| – | – | 0.01% | 625 |
|
|
2024
Q2 | $753K | Buy |
21,166
+786
| +4% | +$27.9K | 0.01% | 561 |
|
|
2024
Q1 | $711K | Sell |
20,380
-11,428
| -36% | -$399K | 0.01% | 579 |
|
|
2023
Q4 | $1M | Buy |
31,808
+11,428
| +56% | +$360K | 0.01% | 523 |
|
|
2023
Q3 | $613K | Hold |
20,380
| – | – | 0.01% | 451 |
|
|
2023
Q2 | $632K | Buy |
+20,380
| New | +$632K | 0.01% | 452 |
|