Number of Shares
82,482.00
Current Holdings Value*
$3.13 Mil
% of Portfolio
1.38%
Total Estimate Gain
$458,068.64
% of Total Estimate Gain
15.05%

Bigelow Investment Advisors, LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary

As of 2025-06-30, Bigelow Investment Advisors, LLC held 82,482.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $3.13 Mil. This investment constitutes 1.38% of their stock portfolio, and Bigelow Investment Advisors, LLC now holds 0.05% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.

The initial trade took place in 2020Q2. And since then Bigelow Investment Advisors, LLC has made 10 purchases of HEFA, at an average price of $32.84, for a total of 92,675.00 shares. In addition, there have been 4 sales at an average price of $33.88 for 10,193.00 shares. Based on historical transaction data and HEFA's current price of $38.27, Bigelow Investment Advisors, LLC's estimated gain on his HEFA holdings is $458,068.64, reflecting a 15.05% gain to date.

Bigelow Investment Advisors, LLC HEFA ($38.27) Holding Chart

Bigelow Investment Advisors, LLC HEFA ($38.27) 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 %

Top Ranked Articles

  • 1