Spire Wealth Management’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 | $3.24M | Sell |
89,011
-24,199
| -21% | -$881K | 0.12% | 153 |
|
|
2025
Q1 | $4.11M | Sell |
113,210
-1,982
| -2% | -$71.9K | 0.13% | 145 |
|
|
2024
Q4 | $4M | Sell |
115,192
-926
| -0.8% | -$32.2K | 0.12% | 148 |
|
|
2024
Q3 | $4.11M | Sell |
116,118
-6,422
| -5% | -$227K | 0.14% | 134 |
|
|
2024
Q2 | $4.33M | Sell |
122,540
-31,440
| -20% | -$1.11M | 0.15% | 140 |
|
|
2024
Q1 | $31.8M | Buy |
153,980
+36,057
| +31% | +$7.44M | 0.58% | 34 |
|
|
2023
Q4 | $3.74M | Sell |
117,923
-1,853
| -2% | -$58.7K | 0.12% | 177 |
|
|
2023
Q3 | $3.61M | Buy |
119,776
+800
| +0.7% | +$24.1K | 0.14% | 166 |
|
|
2023
Q2 | $3.69M | Buy |
118,976
+8,017
| +7% | +$249K | 0.14% | 146 |
|
|
2023
Q1 | $3.27M | Sell |
110,959
-30,476
| -22% | -$898K | 0.13% | 153 |
|
|
2022
Q4 | $3.82M | Sell |
141,435
-6,107
| -4% | -$165K | 0.21% | 104 |
|
|
2022
Q3 | $4.41M | Sell |
147,542
-45,952
| -24% | -$1.37M | 0.27% | 88 |
|
|
2022
Q2 | $6.16M | Sell |
193,494
-95,147
| -33% | -$3.03M | 0.25% | 102 |
|
|
2022
Q1 | $9.81M | Buy |
288,641
+5,086
| +2% | +$173K | 0.26% | 107 |
|
|
2021
Q4 | $10M | Buy |
283,555
+658
| +0.2% | +$23.3K | 0.22% | 121 |
|
|
2021
Q3 | $9.73M | Buy |
282,897
+669
| +0.2% | +$23K | 0.26% | 110 |
|
|
2021
Q2 | $9.87M | Buy |
282,228
+85,164
| +43% | +$2.98M | 0.27% | 107 |
|
|
2021
Q1 | $6.5M | Buy |
+197,064
| New | +$6.5M | 0.17% | 135 |
|