Tidemark’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 | $4.38K | Sell |
115
-147
| -56% | -$5.6K | ﹤0.01% | 537 |
|
2025
Q1 | $9.51K | Sell |
262
-364
| -58% | -$13.2K | ﹤0.01% | 441 |
|
2024
Q4 | $21.8K | Sell |
626
-505
| -45% | -$17.6K | 0.01% | 338 |
|
2024
Q3 | $40.1K | Sell |
1,131
-44,246
| -98% | -$1.57M | 0.02% | 264 |
|
2024
Q2 | $1.61M | Buy |
45,377
+8,036
| +22% | +$286K | 0.74% | 24 |
|
2024
Q1 | $1.3M | Buy |
+37,341
| New | +$1.3M | 0.73% | 30 |
|