WT Wealth Management’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 | $4.63M | Sell |
121,913
-2,367
| -2% | -$89.9K | 1.37% | 21 |
|
|
2025
Q1 | $4.51M | Buy |
124,280
+651
| +0.5% | +$23.6K | 1.47% | 23 |
|
|
2024
Q4 | $4.3M | Buy |
123,629
+1,926
| +2% | +$66.9K | 1.35% | 21 |
|
|
2024
Q3 | $4.34M | Buy |
121,703
+2,263
| +2% | +$80.7K | 1.39% | 21 |
|
|
2024
Q2 | $4.25M | Sell |
119,440
-15,780
| -12% | -$561K | 1.45% | 20 |
|
|
2024
Q1 | $4.72M | Buy |
135,220
+5,215
| +4% | +$182K | 1.68% | 15 |
|
|
2023
Q4 | $4.1M | Sell |
130,005
-8,703
| -6% | -$274K | 1.62% | 16 |
|
|
2023
Q3 | $4.18M | Buy |
138,708
+1,846
| +1% | +$55.6K | 1.79% | 13 |
|
|
2023
Q2 | $4.24M | Sell |
136,862
-5,131
| -4% | -$159K | 1.76% | 13 |
|
|
2023
Q1 | $4.18M | Buy |
141,993
+56,398
| +66% | +$1.66M | 1.81% | 13 |
|
|
2022
Q4 | $2.31M | Buy |
85,595
+7,049
| +9% | +$190K | 1.12% | 24 |
|
|
2022
Q3 | $2.35M | Buy |
+78,546
| New | +$2.35M | 1.18% | 19 |
|