Whittier Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $125K | Hold |
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|
2025
Q2 | $118K | Hold |
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|
2025
Q1 | $112K | Hold |
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|
2024
Q4 | $108K | Hold |
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|
2024
Q3 | $110K | Sell |
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|
2024
Q2 | $123K | Hold |
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|
2024
Q1 | $121K | Hold |
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|
2023
Q4 | $109K | Hold |
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|
2023
Q3 | $104K | Sell |
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|
2023
Q2 | $386K | Sell |
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|
2023
Q1 | $395K | Hold |
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|
2022
Q4 | $362K | Sell |
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|
2022
Q3 | $804K | Hold |
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|
2022
Q2 | $856K | Hold |
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|
2022
Q1 | $913K | Hold |
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|
2021
Q4 | $950K | Hold |
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|
2021
Q3 | $925K | Hold |
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|
2021
Q2 | $932K | Sell |
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|
2021
Q1 | $905K | Sell |
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|
2020
Q4 | $863K | Hold |
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|
2020
Q3 | $781K | Sell |
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|
2020
Q2 | $792K | Hold |
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|
2020
Q1 | $695K | Sell |
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|
2019
Q4 | $882K | Sell |
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|
2019
Q3 | $902K | Buy |
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|
2019
Q2 | $227K | Hold |
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|
2019
Q1 | $220K | Hold |
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|
2018
Q4 | $197K | Sell |
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|
2018
Q3 | $233K | Hold |
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|
2018
Q2 | $230K | Sell |
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|
2018
Q1 | $228K | Hold |
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|
2017
Q4 | $236K | Hold |
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|
2017
Q3 | $230K | Sell |
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|
2017
Q2 | $240K | Hold |
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|
2017
Q1 | $233K | Buy |
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|
2016
Q4 | $183K | Sell |
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|
2016
Q3 | $177K | Buy |
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|
2016
Q2 | $74K | Buy |
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