Valeo Financial 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 | $16.5M | Sell |
433,765
-49,023
| -10% | -$1.86M | 0.4% | 33 |
|
|
2025
Q1 | $17.5M | Sell |
482,788
-6,752
| -1% | -$245K | 0.49% | 30 |
|
|
2024
Q4 | $17M | Hold |
489,540
| – | – | 0.47% | 31 |
|
|
2024
Q3 | $17.3M | Buy |
489,540
+1,412
| +0.3% | +$50K | 0.49% | 27 |
|
|
2024
Q2 | $17.4M | Buy |
488,128
+190,154
| +64% | +$6.76M | 0.54% | 27 |
|
|
2024
Q1 | $10.3M | Sell |
297,974
-1,875
| -0.6% | -$64.6K | 0.37% | 34 |
|
|
2023
Q4 | $9.45M | Buy |
299,849
+10,340
| +4% | +$326K | 0.38% | 33 |
|
|
2023
Q3 | $8.71M | Buy |
289,509
+133,998
| +86% | +$4.03M | 0.4% | 33 |
|
|
2023
Q2 | $4.82M | Buy |
155,511
+8,676
| +6% | +$269K | 0.22% | 60 |
|
|
2023
Q1 | $4.33M | Buy |
146,835
+95,125
| +184% | +$2.8M | 0.21% | 71 |
|
|
2022
Q4 | $1.4M | Buy |
+51,710
| New | +$1.4M | 0.08% | 153 |
|