SFA
Source Financial Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,182
| Closed | -$285K | – | 126 |
|
|
2023
Q2 | $285K | Hold |
9,182
| – | – | 0.09% | 110 |
|
|
2023
Q1 | $271K | Hold |
9,182
| – | – | 0.09% | 108 |
|
|
2022
Q4 | $248K | Sell |
9,182
-70,510
| -88% | -$1.9M | 0.09% | 110 |
|
|
2022
Q3 | $2.38M | Sell |
79,692
-15,197
| -16% | -$454K | 0.94% | 26 |
|
|
2022
Q2 | $3.02M | Buy |
+94,889
| New | +$3.02M | 1.18% | 22 |
|