WBH Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-44,142
| Closed | -$1.3M | – | 302 |
|
|
2023
Q1 | $1.3M | Buy |
+44,142
| New | +$1.3M | 0.16% | 126 |
|
|
2022
Q3 | $1.05M | Sell |
34,998
-182,456
| -84% | -$5.45M | 0.15% | 137 |
|
|
2022
Q2 | $6.81M | Sell |
217,454
-2,511
| -1% | -$78.7K | 0.91% | 33 |
|
|
2022
Q1 | $7.46M | Sell |
219,965
-11,959
| -5% | -$405K | 0.92% | 35 |
|
|
2021
Q4 | $8.19M | Buy |
+231,924
| New | +$8.19M | 0.93% | 28 |
|