Stone House Investment 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 | $394K | Sell |
10,370
-86,498
| -89% | -$3.28M | 0.07% | 48 |
|
|
2025
Q1 | $3.52M | Buy |
96,868
+87,442
| +928% | +$3.17M | 0.71% | 23 |
|
|
2024
Q4 | $328K | Sell |
9,426
-601
| -6% | -$20.9K | 0.08% | 44 |
|
|
2024
Q3 | $355K | Sell |
10,027
-99,683
| -91% | -$3.53M | 0.07% | 41 |
|
|
2024
Q2 | $3.9M | Sell |
109,710
-57,500
| -34% | -$2.04M | 1.01% | 19 |
|
|
2024
Q1 | $5.83M | Buy |
+167,210
| New | +$5.83M | 1.37% | 18 |
|
|
2017
Q4 | – | Sell |
-17,326
| Closed | -$501K | – | 39 |
|
|
2017
Q3 | $501K | Sell |
17,326
-60
| -0.3% | -$1.74K | 0.36% | 29 |
|
|
2017
Q2 | $494K | Buy |
17,386
+484
| +3% | +$13.8K | 0.35% | 30 |
|
|
2017
Q1 | $465K | Sell |
16,902
-40,310
| -70% | -$1.11M | 0.35% | 29 |
|
|
2016
Q4 | $1.49M | Buy |
+57,212
| New | +$1.49M | 1.26% | 26 |
|