United Capital Financial Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149M | Sell |
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|
2025
Q1 | $163M | Buy |
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|
2024
Q4 | $149M | Sell |
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|
2024
Q3 | $153M | Sell |
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|
2024
Q2 | $170M | Sell |
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|
2024
Q1 | $182M | Buy |
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|
2023
Q4 | $147M | Sell |
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|
2023
Q3 | $272M | Sell |
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|
2023
Q2 | $326M | Buy |
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|
2023
Q1 | $296M | Buy |
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|
2022
Q4 | $242M | Buy |
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|
2022
Q3 | $258M | Buy |
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|
2022
Q2 | $271M | Buy |
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|
2022
Q1 | $270M | Buy |
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|
2021
Q4 | $254M | Buy |
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|
2021
Q3 | $220M | Buy |
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|
2021
Q2 | $199M | Buy |
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|
2021
Q1 | $161M | Buy |
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|
2020
Q4 | $118M | Buy |
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|
2020
Q3 | $82.3M | Buy |
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|
2020
Q2 | $23.7M | Buy |
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|
2020
Q1 | $20.2M | Buy |
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|
2019
Q4 | $11.6M | Buy |
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|
2019
Q3 | $4.22M | Buy |
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|
2019
Q2 | $346K | Sell |
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|
2019
Q1 | $373K | Sell |
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|
2018
Q4 | $475K | Buy |
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|
2018
Q3 | $383K | Buy |
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|
2018
Q2 | $374K | Hold |
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|
2018
Q1 | $363K | Sell |
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|
2017
Q4 | $496K | Sell |
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|
2017
Q3 | $485K | Sell |
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|
2017
Q2 | $506K | Sell |
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|
2017
Q1 | $492K | Sell |
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|
2016
Q4 | $553K | Sell |
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|
2016
Q3 | $547K | Sell |
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|
2016
Q2 | $547K | Buy |
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|
2016
Q1 | $543K | Sell |
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|
2015
Q4 | $771K | Buy |
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|
2015
Q3 | $517K | Sell |
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|
2015
Q2 | $8.99M | Buy |
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