Strategic Blueprint’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 | $879K | Sell |
23,146
-70,718
| -75% | -$2.68M | 0.04% | 321 |
|
2025
Q1 | $3.41M | Sell |
93,864
-77,949
| -45% | -$2.83M | 0.19% | 124 |
|
2024
Q4 | $5.97M | Sell |
171,813
-18,359
| -10% | -$638K | 0.35% | 72 |
|
2024
Q3 | $6.74M | Sell |
190,172
-59,815
| -24% | -$2.12M | 0.42% | 58 |
|
2024
Q2 | $8.89M | Buy |
249,987
+13,514
| +6% | +$480K | 0.6% | 39 |
|
2024
Q1 | $8.25M | Buy |
236,473
+81,337
| +52% | +$2.84M | 0.59% | 40 |
|
2023
Q4 | $4.89M | Sell |
155,136
-5,809
| -4% | -$183K | 0.4% | 59 |
|
2023
Q3 | $4.84M | Sell |
160,945
-9,078
| -5% | -$273K | 0.45% | 51 |
|
2023
Q2 | $5.27M | Buy |
+170,023
| New | +$5.27M | 0.5% | 46 |
|
2021
Q3 | – | Sell |
-1,131
| Closed | -$39K | – | 776 |
|
2021
Q2 | $39K | Buy |
+1,131
| New | +$39K | 0.01% | 660 |
|
2020
Q1 | – | Sell |
-16,080
| Closed | -$491K | – | 131 |
|
2019
Q4 | $491K | Sell |
16,080
-1,680
| -9% | -$51.3K | 0.34% | 48 |
|
2019
Q3 | $532K | Sell |
17,760
-4,425
| -20% | -$133K | 0.4% | 41 |
|
2019
Q2 | $662K | Sell |
22,185
-11,293
| -34% | -$337K | 0.56% | 42 |
|
2019
Q1 | $967K | Buy |
+33,478
| New | +$967K | 0.88% | 40 |
|