TW
TritonPoint Wealth’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 | $4.28M | Sell |
112,800
-850
| -0.7% | -$32.3K | 0.4% | 68 |
|
|
2025
Q1 | $4.12M | Sell |
113,650
-12,236
| -10% | -$444K | 0.39% | 67 |
|
|
2024
Q4 | $4.37M | Buy |
125,886
+857
| +0.7% | +$29.8K | 0.4% | 67 |
|
|
2024
Q3 | $4.42M | Sell |
125,029
-14,588
| -10% | -$516K | 0.4% | 69 |
|
|
2024
Q2 | $4.96M | Sell |
139,617
-1,291
| -0.9% | -$45.9K | 0.48% | 57 |
|
|
2024
Q1 | $4.4M | Buy |
140,908
+1,185
| +0.8% | +$37K | 0.46% | 60 |
|
|
2023
Q4 | $4.4M | Buy |
+139,723
| New | +$4.4M | 0.43% | 63 |
|