Sound Income Strategies’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 | $5.82K | Sell |
153
-259
| -63% | -$9.86K | ﹤0.01% | 1053 |
|
|
2025
Q1 | $14.9K | Sell |
412
-611
| -60% | -$22.2K | ﹤0.01% | 792 |
|
|
2024
Q4 | $35.6K | Sell |
1,023
-5,811
| -85% | -$202K | ﹤0.01% | 550 |
|
|
2024
Q3 | $242K | Buy |
6,834
+218
| +3% | +$7.72K | 0.02% | 217 |
|
|
2024
Q2 | $235K | Buy |
6,616
+6,219
| +1,566% | +$221K | 0.01% | 211 |
|
|
2024
Q1 | $13.8K | Buy |
+397
| New | +$13.8K | ﹤0.01% | 669 |
|
|
2021
Q2 | – | Sell |
-102
| Closed | -$3.36K | – | 937 |
|
|
2021
Q1 | $3.36K | Hold |
102
| – | – | ﹤0.01% | 684 |
|
|
2020
Q4 | $3K | Hold |
102
| – | – | ﹤0.01% | 668 |
|
|
2020
Q3 | $3K | Buy |
102
+1
| +1% | +$29 | ﹤0.01% | 615 |
|
|
2020
Q2 | $3K | Hold |
101
| – | – | ﹤0.01% | 578 |
|
|
2020
Q1 | $2K | Hold |
101
| – | – | ﹤0.01% | 594 |
|
|
2019
Q4 | $3K | Buy |
101
+1
| +1% | +$30 | ﹤0.01% | 529 |
|
|
2019
Q3 | $3K | Sell |
100
-42
| -30% | -$1.26K | ﹤0.01% | 496 |
|
|
2019
Q2 | $4K | Hold |
142
| – | – | ﹤0.01% | 471 |
|
|
2019
Q1 | $4K | Sell |
142
-892
| -86% | -$25.1K | ﹤0.01% | 471 |
|
|
2018
Q4 | $27K | Sell |
1,034
-100
| -9% | -$2.61K | 0.01% | 194 |
|
|
2018
Q3 | $34K | Sell |
1,134
-285
| -20% | -$8.55K | 0.02% | 176 |
|
|
2018
Q2 | $42K | Sell |
1,419
-231
| -14% | -$6.84K | 0.02% | 131 |
|
|
2018
Q1 | $47K | Buy |
+1,650
| New | +$47K | 0.03% | 124 |
|