SS
Sunbelt Securities’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.29K | Sell |
37
-87
| -70% | -$3.02K | ﹤0.01% | 1639 |
|
2025
Q1 | $4.5K | Buy |
124
+87
| +235% | +$3.16K | ﹤0.01% | 1440 |
|
2024
Q4 | $1.28K | Hold |
37
| – | – | ﹤0.01% | 1643 |
|
2024
Q3 | $1.31K | Buy |
+37
| New | +$1.31K | ﹤0.01% | 1657 |
|
2023
Q3 | – | Sell |
-276
| Closed | -$8.56K | – | 1792 |
|
2023
Q2 | $8.56K | Buy |
+276
| New | +$8.56K | ﹤0.01% | 1218 |
|
2020
Q3 | – | Sell |
-61,539
| Closed | -$1.7M | – | 333 |
|
2020
Q2 | $1.7M | Sell |
61,539
-17,835
| -22% | -$492K | 0.58% | 43 |
|
2020
Q1 | $1.92M | Buy |
79,374
+61,535
| +345% | +$1.49M | 0.08% | 98 |
|
2019
Q4 | $544K | Buy |
17,839
+74
| +0.4% | +$2.26K | 0.06% | 297 |
|
2019
Q3 | $532K | Buy |
+17,765
| New | +$532K | 0.06% | 287 |
|