Western Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $426K | Sell |
10,028
-640
| -6% | -$27.6K | 0.02% | 685 |
|
|
2025
Q4 | $441K | Buy |
10,668
+856
| +9% | +$35.1K | 0.02% | 550 |
|
|
2025
Q3 | $389K | Buy |
9,812
+138
| +1% | +$5.32K | 0.02% | 513 |
|
|
2025
Q2 | $367K | Sell |
9,674
-2,033
| -17% | -$74.3K | 0.02% | 503 |
|
|
2025
Q1 | $425K | Buy |
11,707
+1,791
| +18% | +$65.3K | 0.03% | 436 |
|
|
2024
Q4 | $345K | Buy |
9,916
+2,414
| +32% | +$85K | 0.02% | 481 |
|
|
2024
Q3 | $266K | Sell |
7,502
-1,299
| -15% | -$45.1K | 0.02% | 637 |
|
|
2024
Q2 | $313K | Buy |
8,801
+481
| +6% | +$16.9K | 0.02% | 484 |
|
|
2024
Q1 | $290K | Buy |
8,320
+874
| +12% | +$28.8K | 0.02% | 519 |
|
|
2023
Q4 | $235K | Buy |
7,446
+201
| +3% | +$6.13K | 0.02% | 615 |
|
|
2023
Q3 | $218K | Sell |
7,245
-641
| -8% | -$19.4K | 0.02% | 590 |
|
|
2023
Q2 | $244K | Buy |
7,886
+538
| +7% | +$16.3K | 0.02% | 557 |
|
|
2023
Q1 | $217K | Buy |
+7,348
| New | +$212K | 0.02% | 591 |
|
|
2022
Q4 | – | Sell |
-12,535
| Closed | -$375K | – | 684 |
|
|
2022
Q3 | $375K | Sell |
12,535
-232
| -2% | -$7.39K | 0.02% | 578 |
|
|
2022
Q2 | $407K | Sell |
12,767
-3,904
| -23% | -$129K | 0.02% | 532 |
|
|
2022
Q1 | $566K | Buy |
16,671
+7,352
| +79% | +$250K | 0.03% | 495 |
|
|
2021
Q4 | $330K | Buy |
+9,319
| New | +$329K | 0.03% | 443 |
|
|
2021
Q2 | $409K | Sell |
11,847
-1
| -0% | -$34 | 0.04% | 406 |
|
|
2021
Q1 | $391K | Hold |
11,848
| – | – | 0.05% | 337 |
|
|
2020
Q4 | $361K | Buy |
11,848
+176
| +2% | +$5.13K | 0.05% | 314 |
|
|
2020
Q3 | $322K | Buy |
11,672
+2,683
| +30% | +$74.4K | 0.05% | 323 |
|
|
2020
Q2 | $248K | Sell |
8,989
-413
| -4% | -$10.8K | 0.05% | 348 |
|
|
2020
Q1 | $226K | Sell |
9,402
-1
| -0% | -$28 | 0.05% | 321 |
|
|
2019
Q4 | $287K | Buy |
9,403
+533
| +6% | +$16.3K | 0.04% | 322 |
|
|
2019
Q3 | $265K | Buy |
8,870
+123
| +1% | +$3.59K | 0.06% | 316 |
|
|
2019
Q2 | $261K | Hold |
8,747
| – | – | 0.03% | 336 |
|
|
2019
Q1 | $252K | Buy |
+8,747
| New | +$243K | 0.06% | 317 |
|
Other funds holding HEFA
CCM
PCIG
DWM
