Steel Grove Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $304K | Hold |
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|
2021
Q3 | $296K | Sell |
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|
2021
Q2 | $384K | Hold |
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|
2021
Q1 | $366K | Hold |
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|
2020
Q4 | $338K | Sell |
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|
2020
Q3 | $381K | Sell |
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|
2020
Q2 | $385K | Sell |
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|
2020
Q1 | $574K | Sell |
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|
2019
Q4 | $734K | Hold |
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|
2019
Q3 | $721K | Sell |
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|
2019
Q2 | $834K | Sell |
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|
2019
Q1 | $997K | Sell |
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|
2018
Q4 | $1.81M | Sell |
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|
2018
Q3 | $3.78M | Sell |
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|
2018
Q2 | $4.97M | Sell |
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|
2018
Q1 | $9M | Sell |
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|
2017
Q4 | $16.6M | Sell |
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|
2017
Q3 | $16.2M | Buy |
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|
2017
Q2 | $12.9M | Buy |
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|
2017
Q1 | $12.3M | Buy |
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|
2016
Q4 | $10.5M | Buy |
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|
2016
Q3 | $8M | Buy |
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|
2016
Q2 | $6.04M | Buy |
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|
2016
Q1 | $3M | Buy |
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|
2015
Q4 | $342K | Buy |
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