TWM
Trinity Wealth Management’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 | $1.08M | Sell |
28,463
-5,993
| -17% | -$227K | 0.43% | 34 |
|
|
2025
Q1 | $1.25M | Buy |
34,456
+525
| +2% | +$19.1K | 0.57% | 24 |
|
|
2024
Q4 | $1.18M | Buy |
33,931
+272
| +0.8% | +$9.45K | 0.53% | 27 |
|
|
2024
Q3 | $1.19M | Buy |
33,659
+576
| +2% | +$20.4K | 0.55% | 27 |
|
|
2024
Q2 | $1.18M | Buy |
33,083
+1,206
| +4% | +$42.9K | 0.59% | 25 |
|
|
2024
Q1 | $1.11M | Buy |
31,877
+1,104
| +4% | +$38.5K | 0.57% | 24 |
|
|
2023
Q4 | $970K | Buy |
30,773
+2,141
| +7% | +$67.5K | 0.58% | 27 |
|
|
2023
Q3 | $862K | Buy |
+28,632
| New | +$862K | 0.53% | 28 |
|