VERITY 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 | $2.72M | Hold |
71,565
| – | – | 1.82% | 10 |
|
|
2025
Q1 | $2.6M | Sell |
71,565
-9,880
| -12% | -$359K | 1.92% | 10 |
|
|
2024
Q4 | $2.83M | Buy |
81,445
+419
| +0.5% | +$14.6K | 2.04% | 10 |
|
|
2024
Q3 | $2.87M | Buy |
81,026
+234
| +0.3% | +$8.29K | 2.02% | 9 |
|
|
2024
Q2 | $2.87M | Sell |
80,792
-28
| -0% | -$996 | 2.15% | 9 |
|
|
2024
Q1 | $2.82M | Sell |
80,820
-8,317
| -9% | -$290K | 2.16% | 8 |
|
|
2023
Q4 | $2.81M | Hold |
89,137
| – | – | 2.41% | 8 |
|
|
2023
Q3 | $2.68M | Sell |
89,137
-4,268
| -5% | -$128K | 2.52% | 6 |
|
|
2023
Q2 | $2.9M | Sell |
93,405
-6,058
| -6% | -$188K | 2.6% | 6 |
|
|
2023
Q1 | $2.93M | Buy |
99,463
+195
| +0.2% | +$5.75K | 2.72% | 5 |
|
|
2022
Q4 | $2.68M | Buy |
99,268
+8,237
| +9% | +$222K | 2.63% | 5 |
|
|
2022
Q3 | $2.72M | Buy |
91,031
+956
| +1% | +$28.6K | 2.79% | 6 |
|
|
2022
Q2 | $2.87M | Sell |
90,075
-1,843
| -2% | -$58.6K | 2.79% | 6 |
|
|
2022
Q1 | $3.12M | Sell |
91,918
-1,471
| -2% | -$49.9K | 2.76% | 6 |
|
|
2021
Q4 | $3.3M | Sell |
93,389
-2,175
| -2% | -$76.8K | 2.74% | 6 |
|
|
2021
Q3 | $3.29M | Buy |
95,564
+537
| +0.6% | +$18.5K | 2.94% | 6 |
|
|
2021
Q2 | $3.29M | Sell |
95,027
-1,999
| -2% | -$69.3K | 2.99% | 6 |
|
|
2021
Q1 | $3.2M | Sell |
97,026
-13,706
| -12% | -$452K | 2.83% | 8 |
|
|
2020
Q4 | $3.37M | Sell |
110,732
-4,476
| -4% | -$136K | 3.07% | 8 |
|
|
2020
Q3 | $3.17M | Sell |
115,208
-9,396
| -8% | -$259K | 3.24% | 8 |
|
|
2020
Q2 | $3.44M | Sell |
124,604
-1,171
| -0.9% | -$32.3K | 3.67% | 6 |
|
|
2020
Q1 | $3.05M | Sell |
125,775
-40,435
| -24% | -$979K | 4.14% | 6 |
|
|
2019
Q4 | $5.07M | Sell |
166,210
-8,215
| -5% | -$251K | 4.88% | 7 |
|
|
2019
Q3 | $5.22M | Sell |
174,425
-9,545
| -5% | -$286K | 5.14% | 6 |
|
|
2019
Q2 | $5.49M | Sell |
183,970
-34,546
| -16% | -$1.03M | 5.4% | 5 |
|
|
2019
Q1 | $6.31M | Buy |
218,516
+1,015
| +0.5% | +$29.3K | 6.45% | 3 |
|
|
2018
Q4 | $5.61M | Buy |
+217,501
| New | +$5.61M | 6.46% | 3 |
|