CFS Investment Advisory Services, LLC HEFA Holdings History
CFS Investment Advisory Services, LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-03-31, CFS Investment Advisory Services, LLC held 88,355.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $3.21 Mil. This investment constitutes 0.29% of their stock portfolio, and CFS Investment Advisory Services, 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 CFS Investment Advisory Services, LLC has made 2 purchases of HEFA, at an average price of $34.25, for a total of 234,815.00 shares. In addition, there have been 2 sales at an average price of $34.86 for 146,460.00 shares. Based on historical transaction data and HEFA's current price of $37.66, CFS Investment Advisory Services, LLC's estimated gain on his HEFA holdings is $389,635.16, reflecting a 4.84% gain to date.
CFS Investment Advisory Services, LLC HEFA ($37.66) Holding Chart
CFS Investment Advisory Services, LLC HEFA ($37.66) 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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