Wealthcare Advisory Partners’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 | $2.32M | Buy |
61,059
+26,152
| +75% | +$993K | 0.05% | 296 |
|
|
2025
Q1 | $1.27M | Buy |
34,907
+997
| +3% | +$36.2K | 0.03% | 393 |
|
|
2024
Q4 | $1.18M | Sell |
33,910
-496
| -1% | -$17.2K | 0.03% | 386 |
|
|
2024
Q3 | $1.22M | Sell |
34,406
-421
| -1% | -$14.9K | 0.03% | 371 |
|
|
2024
Q2 | $1.24M | Buy |
34,827
+192
| +0.6% | +$6.83K | 0.04% | 329 |
|
|
2024
Q1 | $1.21M | Sell |
34,635
-40
| -0.1% | -$1.4K | 0.04% | 328 |
|
|
2023
Q4 | $1.09M | Buy |
34,675
+20,732
| +149% | +$653K | 0.04% | 298 |
|
|
2023
Q3 | $420K | Sell |
13,943
-571
| -4% | -$17.2K | 0.02% | 473 |
|
|
2023
Q2 | $450K | Sell |
14,514
-6,756
| -32% | -$209K | 0.02% | 467 |
|
|
2023
Q1 | $627K | Buy |
+21,270
| New | +$627K | 0.03% | 395 |
|
|
2019
Q3 | – | Sell |
-60
| Closed | -$2K | – | 1371 |
|
|
2019
Q2 | $2K | Sell |
60
-1,060
| -95% | -$35.3K | ﹤0.01% | 1188 |
|
|
2019
Q1 | $32K | Sell |
1,120
-319
| -22% | -$9.11K | 0.01% | 557 |
|
|
2018
Q4 | $37K | Hold |
1,439
| – | – | 0.01% | 492 |
|
|
2018
Q3 | $43K | Hold |
1,439
| – | – | 0.01% | 505 |
|
|
2018
Q2 | $43K | Hold |
1,439
| – | – | 0.01% | 490 |
|
|
2018
Q1 | $41K | Hold |
1,439
| – | – | 0.01% | 435 |
|
|
2017
Q4 | $43K | Hold |
1,439
| – | – | 0.01% | 396 |
|
|
2017
Q3 | $42K | Hold |
1,439
| – | – | 0.01% | 325 |
|
|
2017
Q2 | $41K | Hold |
1,439
| – | – | 0.02% | 51 |
|
|
2017
Q1 | $40K | Buy |
1,439
+319
| +28% | +$8.87K | 0.02% | 45 |
|
|
2016
Q4 | $29K | Buy |
+1,120
| New | +$29K | 0.02% | 55 |
|