SVWG
Shared Vision Wealth Group’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 | – | Sell |
-12,149
| Closed | -$441K | – | 84 |
|
|
2025
Q1 | $441K | Buy |
+12,149
| New | +$441K | 0.24% | 50 |
|
|
2024
Q3 | – | Sell |
-26,096
| Closed | -$928K | – | 73 |
|
|
2024
Q2 | $928K | Sell |
26,096
-10,745
| -29% | -$382K | 0.54% | 29 |
|
|
2024
Q1 | $1.29M | Buy |
+36,841
| New | +$1.29M | 0.8% | 23 |
|