Valeo 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 | $16.5M | Sell |
|
|||||
|
2025
Q1 | $17.5M | Sell |
|
|||||
|
2024
Q4 | $17M | Hold |
|
|||||
|
2024
Q3 | $17.3M | Buy |
|
|||||
|
2024
Q2 | $17.4M | Buy |
|
|||||
|
2024
Q1 | $10.3M | Sell |
|
|||||
|
2023
Q4 | $9.45M | Buy |
|
|||||
|
2023
Q3 | $8.71M | Buy |
|
|||||
|
2023
Q2 | $4.82M | Buy |
|
|||||
|
2023
Q1 | $4.33M | Buy |
|
|||||
|
2022
Q4 | $1.4M | Buy |
|