Steward Partners Investment Advisory’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 | $4.4M | Buy |
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|
2025
Q2 | $4.04M | Sell |
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|
2025
Q1 | $5.51M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $223K | Sell |
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|
2024
Q2 | $1.98M | Sell |
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|
2024
Q1 | $2.9M | Buy |
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|
2023
Q4 | $40.6K | Buy |
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|
2023
Q3 | $33.4K | Sell |
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|
2023
Q2 | $41.6K | Hold |
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|
2023
Q1 | $39.5K | Buy |
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|
2022
Q4 | $11.2K | Hold |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $14K | Hold |
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|
2021
Q4 | $15K | Hold |
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|
2021
Q3 | $14K | Hold |
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|
2021
Q2 | $14K | Sell |
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|
2021
Q1 | $20.1K | Hold |
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|
2020
Q4 | $19K | Hold |
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|
2020
Q3 | $17K | Buy |
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|
2020
Q2 | $17K | Sell |
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|
2020
Q1 | $22K | Hold |
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|
2019
Q4 | $28K | Sell |
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|
2019
Q3 | $120K | Sell |
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|
2019
Q2 | $152K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $18K | Sell |
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|
2018
Q2 | $29K | Sell |
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|
2018
Q1 | $288K | Buy |
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|
2017
Q4 | $37K | Sell |
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|
2017
Q3 | $38K | Buy |
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|
2017
Q2 | $35K | Hold |
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|
2017
Q1 | $34K | Sell |
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|
2016
Q4 | $89K | Buy |
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