Stonebrook Private’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 | $520K | Sell |
13,705
-85,504
| -86% | -$3.25M | 0.12% | 125 |
|
2025
Q1 | $3.6M | Buy |
99,209
+88,940
| +866% | +$3.23M | 0.94% | 26 |
|
2024
Q4 | $357K | Sell |
10,269
-47,683
| -82% | -$1.66M | 0.09% | 130 |
|
2024
Q3 | $2.05M | Sell |
57,952
-12,812
| -18% | -$454K | 0.54% | 50 |
|
2024
Q2 | $2.52M | Buy |
70,764
+62,833
| +792% | +$2.23M | 0.72% | 38 |
|
2024
Q1 | $277K | Buy |
+7,931
| New | +$277K | 0.08% | 163 |
|