Stone Summit Wealth’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 | $2.27M | Sell |
59,877
-1,414
| -2% | -$53.7K | 0.7% | 52 |
|
|
2025
Q1 | $2.22M | Buy |
61,291
+447
| +0.7% | +$16.2K | 0.75% | 47 |
|
|
2024
Q4 | $2.11M | Buy |
60,844
+2,259
| +4% | +$78.5K | 0.71% | 48 |
|
|
2024
Q3 | $2.08M | Buy |
58,585
+4,617
| +9% | +$164K | 0.67% | 51 |
|
|
2024
Q2 | $1.92M | Buy |
53,968
+2,143
| +4% | +$76.2K | 0.69% | 49 |
|
|
2024
Q1 | $1.81M | Buy |
51,825
+8,324
| +19% | +$290K | 0.63% | 55 |
|
|
2023
Q4 | $1.37M | Buy |
43,501
+6,283
| +17% | +$198K | 0.53% | 61 |
|
|
2023
Q3 | $1.12M | Buy |
37,218
+4,520
| +14% | +$136K | 0.48% | 67 |
|
|
2023
Q2 | $1.01M | Buy |
32,698
+5,367
| +20% | +$166K | 0.42% | 68 |
|
|
2023
Q1 | $805K | Buy |
+27,331
| New | +$805K | 0.36% | 74 |
|