World Investment Advisors’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 | $763K | Sell |
20,109
-3,342
| -14% | -$127K | 0.02% | 590 |
|
2025
Q1 | $851K | Buy |
23,451
+7,281
| +45% | +$264K | 0.02% | 548 |
|
2024
Q4 | $562K | Buy |
16,170
+3,661
| +29% | +$127K | 0.02% | 638 |
|
2024
Q3 | $443K | Buy |
12,509
+5,104
| +69% | +$181K | 0.01% | 613 |
|
2024
Q2 | $263K | Buy |
+7,405
| New | +$263K | 0.02% | 528 |
|
2020
Q2 | – | Sell |
-34,424
| Closed | -$833K | – | 173 |
|
2020
Q1 | $833K | Buy |
34,424
+11,876
| +53% | +$287K | 0.39% | 44 |
|
2019
Q4 | $688K | Buy |
+22,548
| New | +$688K | 0.27% | 56 |
|