WWA
WCG Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
38,462
+988
| +3% | +$37.5K | 0.09% | 187 |
|
|
2025
Q1 | $1.36M | Buy |
37,474
+27,207
| +265% | +$987K | 0.1% | 172 |
|
|
2024
Q4 | $357K | Buy |
+10,267
| New | +$357K | 0.02% | 282 |
|
|
2024
Q3 | – | Sell |
-37,400
| Closed | -$1.33M | – | 309 |
|
|
2024
Q2 | $1.33M | Buy |
+37,400
| New | +$1.33M | 0.1% | 168 |
|