Wealth Advisory Solutions’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
2020
Q4
Sell
-108,837
Closed -$3M 176
2020
Q3
$3M Buy
108,837
+2,729
+3% +$75.1K 0.79% 43
2020
Q2
$2.93M Buy
106,108
+20,170
+23% +$557K 0.82% 43
2020
Q1
$2.08M Sell
85,938
-8,811
-9% -$213K 0.71% 49
2019
Q4
$2.89M Buy
+94,749
New +$2.89M 0.76% 38