Wealthgate Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.99M | Hold |
56,290
| – | – | 5.55% | 5 |
|
|
2024
Q2 | $2M | Hold |
56,290
| – | – | 4.92% | 5 |
|
|
2024
Q1 | $1.96M | Hold |
56,290
| – | – | 5.1% | 5 |
|
|
2023
Q4 | $1.77M | Hold |
56,290
| – | – | 4.91% | 5 |
|
|
2023
Q3 | $1.69M | Hold |
56,290
| – | – | 5.27% | 5 |
|
|
2023
Q2 | $1.74M | Hold |
56,290
| – | – | 5.1% | 5 |
|
|
2023
Q1 | $1.66M | Hold |
56,290
| – | – | 4.77% | 6 |
|
|
2022
Q4 | $1.52M | Hold |
56,290
| – | – | 4.13% | 6 |
|
|
2022
Q3 | $1.68M | Hold |
56,290
| – | – | 4.47% | 6 |
|
|
2022
Q2 | $1.79M | Hold |
56,290
| – | – | 4.42% | 6 |
|
|
2022
Q1 | $1.91M | Hold |
56,290
| – | – | 3.83% | 8 |
|
|
2021
Q4 | $1.99M | Hold |
56,290
| – | – | 3.1% | 8 |
|
|
2021
Q3 | $1.94M | Buy |
56,290
+777
| +1% | +$26.7K | 2.98% | 7 |
|
|
2021
Q2 | $1.92M | Sell |
55,513
-28,700
| -34% | -$994K | 3.79% | 6 |
|
|
2021
Q1 | $2.78M | Hold |
84,213
| – | – | 3.77% | 7 |
|
|
2020
Q4 | $2.57M | Buy |
+84,213
| New | +$2.57M | 3.84% | 7 |
|