Number of Shares
63,086.00
Current Holdings Value*
$2.39 Mil
% of Portfolio
1.16%
Total Estimate Gain
$149,924.07
% of Total Estimate Gain
6.75%

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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