SWMG LLC’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 | – | Sell |
-39,994
| Closed | -$1.43M | – | 127 |
|
|
2025
Q1 | $1.43M | Buy |
+39,994
| New | +$1.43M | 0.57% | 31 |
|
|
2024
Q3 | – | Sell |
-45,166
| Closed | -$1.61M | – | 124 |
|
|
2024
Q2 | $1.61M | Sell |
45,166
-22,815
| -34% | -$811K | 0.72% | 26 |
|
|
2024
Q1 | $2.37M | Buy |
+67,981
| New | +$2.37M | 1.07% | 21 |
|