TRUE Private Wealth Advisors’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 | $1.51M | Sell |
39,813
-307
| -0.8% | -$11.7K | 0.17% | 87 |
|
|
2025
Q1 | $1.46M | Sell |
40,120
-39,410
| -50% | -$1.43M | 0.18% | 79 |
|
|
2024
Q4 | $2.76M | Sell |
79,530
-2,396
| -3% | -$83.3K | 0.34% | 49 |
|
|
2024
Q3 | $2.9M | Sell |
81,926
-47,549
| -37% | -$1.68M | 0.35% | 50 |
|
|
2024
Q2 | $4.6M | Buy |
129,475
+7,454
| +6% | +$265K | 0.52% | 37 |
|
|
2024
Q1 | $4.26M | Buy |
122,021
+40,340
| +49% | +$1.41M | 0.49% | 38 |
|
|
2023
Q4 | $2.57M | Sell |
81,681
-27,432
| -25% | -$864K | 0.33% | 47 |
|
|
2023
Q3 | $3.28M | Buy |
+109,113
| New | +$3.28M | 0.46% | 45 |
|