Wealth Enhancement Advisory Services’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 | $5.12M | Sell |
136,360
-10,426
| -7% | -$391K | 0.01% | 885 |
|
|
2025
Q1 | $5.33M | Buy |
146,786
+9,641
| +7% | +$350K | 0.01% | 812 |
|
|
2024
Q4 | $4.77M | Sell |
137,145
-4,724
| -3% | -$164K | 0.01% | 817 |
|
|
2024
Q3 | $5.02M | Sell |
141,869
-180,961
| -56% | -$6.41M | 0.01% | 717 |
|
|
2024
Q2 | $11.5M | Buy |
322,830
+99,761
| +45% | +$3.55M | 0.03% | 444 |
|
|
2024
Q1 | $7.78M | Buy |
223,069
+10,252
| +5% | +$358K | 0.02% | 545 |
|
|
2023
Q4 | $6.71M | Buy |
212,817
+5,435
| +3% | +$171K | 0.02% | 527 |
|
|
2023
Q3 | $6.24M | Buy |
+207,382
| New | +$6.24M | 0.02% | 521 |
|