Summit Asset Management’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
Q2 | $5.16M | Sell |
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|
2025
Q1 | $4.95M | Hold |
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|
2024
Q4 | $4.74M | Buy |
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|
2024
Q3 | $681K | Hold |
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|
2024
Q2 | $684K | Hold |
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|
2024
Q1 | $671K | Hold |
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|
2023
Q4 | $606K | Hold |
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|
2023
Q3 | $579K | Buy |
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|
2023
Q2 | $551K | Hold |
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|
2023
Q1 | $524K | Sell |
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|
2022
Q4 | $501K | Buy |
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|
2022
Q3 | $544K | Hold |
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|
2022
Q2 | $579K | Sell |
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|
2022
Q1 | $731K | Hold |
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|
2021
Q4 | $761K | Sell |
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|
2021
Q3 | $787K | Hold |
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|
2021
Q2 | $792K | Hold |
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|
2021
Q1 | $754K | Sell |
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|
2020
Q4 | $709K | Buy |
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|
2020
Q3 | $586K | Sell |
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|
2020
Q2 | $683K | Buy |
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|
2020
Q1 | $580K | Buy |
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|
2019
Q4 | $664K | Buy |
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|
2019
Q3 | $602K | Hold |
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|
2019
Q2 | $599K | Hold |
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|
2019
Q1 | $580K | Hold |
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|
2018
Q4 | $519K | Buy |
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|
2018
Q3 | $448K | Hold |
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|
2018
Q2 | $443K | Hold |
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|
2018
Q1 | $430K | Sell |
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|
2017
Q4 | $451K | Hold |
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|
2017
Q3 | $440K | Hold |
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|
2017
Q2 | $432K | Hold |
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|
2017
Q1 | $418K | Buy |
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|
2016
Q4 | $334K | Buy |
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