Sowell Financial Services’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 | $681K | Sell |
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|
2025
Q2 | $658K | Sell |
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|
2025
Q1 | $709K | Buy |
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|
2024
Q4 | $627K | Buy |
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|
2024
Q3 | $624K | Sell |
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|
2024
Q2 | $872K | Sell |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $642K | Sell |
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|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $1.4M | Buy |
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|
2023
Q1 | $803K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $46K | Buy |
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|
2020
Q4 | $0 | Sell |
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|
2020
Q3 | $1K | Hold |
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|
2020
Q2 | $1K | Sell |
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|
2020
Q1 | $69K | Sell |
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|
2019
Q4 | $415K | Sell |
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|
2019
Q3 | $416K | Buy |
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|
2019
Q1 | $418K | Sell |
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|
2018
Q4 | $377K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $255K | Buy |
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|
2018
Q1 | $260K | Sell |
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|
2017
Q4 | $1.04M | Buy |
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|
2017
Q3 | $971K | Sell |
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|
2017
Q2 | $922K | Buy |
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|
2017
Q1 | $331K | Buy |
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