Sharkey, Howes & Javer’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
Q3 | $227K | Sell |
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|
2025
Q2 | $263K | Sell |
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|
2025
Q1 | $3.35M | Buy |
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|
2024
Q4 | $370K | Sell |
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|
2024
Q3 | $444K | Sell |
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|
2024
Q2 | $3.45M | Buy |
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|
2024
Q1 | $256K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $2K | Buy |
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|
2015
Q2 | $2K | Buy |
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