Venturi Wealth Management’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
Q3 | $475K | Buy |
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|
2025
Q2 | $395K | Sell |
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|
2025
Q1 | $378K | Buy |
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|
2024
Q4 | $8.97K | Sell |
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|
2024
Q3 | $428K | Sell |
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|
2024
Q2 | $439K | Sell |
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|
2024
Q1 | $752K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.25M | Sell |
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|
2017
Q4 | $1.5M | Buy |
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|
2017
Q3 | $1.14M | Sell |
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|
2017
Q2 | $2.44M | Sell |
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|
2017
Q1 | $2.55M | Buy |
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|
2016
Q4 | $381K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $7.38M | Buy |
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