Vertex Planning Partners’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 | $9.1M | Sell |
239,831
-35,472
| -13% | -$1.35M | 1.9% | 13 |
|
|
2025
Q1 | $9.99M | Buy |
275,303
+50,083
| +22% | +$1.82M | 2.18% | 11 |
|
|
2024
Q4 | $7.83M | Buy |
+225,220
| New | +$7.83M | 1.73% | 13 |
|
|
2024
Q3 | – | Sell |
-34,357
| Closed | -$1.22M | – | 161 |
|
|
2024
Q2 | $1.22M | Sell |
34,357
-12,198
| -26% | -$434K | 0.32% | 42 |
|
|
2024
Q1 | $1.62M | Buy |
+46,555
| New | +$1.62M | 0.45% | 34 |
|