Barnes Wealth Management Group, Inc HEFA Holdings History
Barnes Wealth Management Group, Inc's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-03-31, Barnes Wealth Management Group, Inc held 22,666.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $822,550.00. This investment constitutes 0.53% of their stock portfolio, and Barnes Wealth Management Group, Inc now holds 0.01% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2025Q1. And since then Barnes Wealth Management Group, Inc has made 1 purchases of HEFA, at an average price of $36.45, for a total of 22,666.00 shares. Based on historical transaction data and HEFA's current price of $37.58, Barnes Wealth Management Group, Inc's estimated gain on his HEFA holdings is $25,612.58, reflecting a 3.10% gain to date.
Barnes Wealth Management Group, Inc HEFA ($37.58) Holding Chart
Barnes Wealth Management Group, Inc 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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