Burns Matteson Capital Management, LLC HEFA Holdings History
Burns Matteson Capital Management, LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-06-30, Burns Matteson Capital Management, LLC held 63,086.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $2.39 Mil. This investment constitutes 1.16% of their stock portfolio, and Burns Matteson Capital Management, LLC now holds 0.04% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2024Q1. And since then Burns Matteson Capital Management, LLC has made 6 purchases of HEFA, at an average price of $35.19, for a total of 63,086.00 shares. Based on historical transaction data and HEFA's current price of $37.57, Burns Matteson Capital Management, LLC's estimated gain on his HEFA holdings is $149,924.07, reflecting a 6.75% gain to date.
Burns Matteson Capital Management, LLC HEFA ($37.57) Holding Chart
Burns Matteson Capital Management, LLC HEFA ($37.57) 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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