WealthPLAN 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 | – | Sell |
-9,380
| Closed | -$340K | – | 260 |
|
|
2025
Q1 | $340K | Buy |
+9,380
| New | +$340K | 0.05% | 202 |
|
|
2024
Q3 | – | Sell |
-10,997
| Closed | -$391K | – | 274 |
|
|
2024
Q2 | $391K | Sell |
10,997
-7,792
| -41% | -$277K | 0.04% | 228 |
|
|
2024
Q1 | $655K | Buy |
+18,789
| New | +$655K | 0.07% | 179 |
|
|
2018
Q4 | – | Sell |
-22,764
| Closed | -$624K | – | 262 |
|
|
2018
Q3 | $624K | Buy |
+22,764
| New | +$624K | 0.11% | 129 |
|