Watershed Private Wealth’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 | $226K | Sell |
5,963
-5,894
| -50% | -$224K | 0.08% | 99 |
|
|
2025
Q1 | $430K | Buy |
11,857
+1,974
| +20% | +$71.6K | 0.17% | 74 |
|
|
2024
Q4 | $343K | Buy |
9,883
+2,179
| +28% | +$75.7K | 0.13% | 85 |
|
|
2024
Q3 | $273K | Sell |
7,704
-52,030
| -87% | -$1.84M | 0.11% | 94 |
|
|
2024
Q2 | $2.12M | Sell |
59,734
-21,438
| -26% | -$762K | 0.9% | 23 |
|
|
2024
Q1 | $2.83M | Buy |
+81,172
| New | +$2.83M | 1.25% | 18 |
|