ACT WEALTH MANAGEMENT, LLC HEFA Holdings History
ACT WEALTH MANAGEMENT, LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-06-30, ACT WEALTH MANAGEMENT, LLC held 487,427.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $18.50 Mil. This investment constitutes 7.82% of their stock portfolio, and ACT WEALTH MANAGEMENT, LLC now holds 0.29% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2024Q4. And since then ACT WEALTH MANAGEMENT, LLC has made 2 purchases of HEFA, at an average price of $35.25, for a total of 492,706.00 shares. In addition, there have been 1 sales at an average price of $36.55 for 5,279.00 shares. Based on historical transaction data and HEFA's current price of $37.58, ACT WEALTH MANAGEMENT, LLC's estimated gain on his HEFA holdings is $1.14 Mil, reflecting a 6.57% gain to date.
ACT WEALTH MANAGEMENT, LLC HEFA ($37.58) Holding Chart
ACT WEALTH MANAGEMENT, LLC HEFA ($37.58) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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