WealthShield 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 | $183K | Sell |
4,822
-37,167
| -89% | -$1.41M | 0.02% | 336 |
|
|
2025
Q1 | $1.52M | Buy |
41,989
+36,196
| +625% | +$1.31M | 0.2% | 124 |
|
|
2024
Q4 | $201K | Sell |
5,793
-320
| -5% | -$11.1K | 0.03% | 283 |
|
|
2024
Q3 | $217K | Sell |
6,113
-48,786
| -89% | -$1.73M | 0.03% | 283 |
|
|
2024
Q2 | $1.95M | Sell |
54,899
-11,346
| -17% | -$403K | 0.3% | 93 |
|
|
2024
Q1 | $2.31M | Buy |
+66,245
| New | +$2.31M | 0.37% | 80 |
|