COLDSTREAM CAPITAL MANAGEMENT INC HEFA Holdings History
COLDSTREAM CAPITAL MANAGEMENT INC's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-03-31, COLDSTREAM CAPITAL MANAGEMENT INC held 5.35 Mil shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $193.98 Mil. This investment constitutes 4.13% of their stock portfolio, and COLDSTREAM CAPITAL MANAGEMENT INC now holds 2.51% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2020Q2. And since then COLDSTREAM CAPITAL MANAGEMENT INC has made 14 purchases of HEFA, at an average price of $31.24, for a total of 7.75 Mil shares. In addition, there have been 5 sales at an average price of $30.24 for 2.40 Mil shares. Based on historical transaction data and HEFA's current price of $38.13, COLDSTREAM CAPITAL MANAGEMENT INC's estimated gain on his HEFA holdings is $34.45 Mil, reflecting a 14.24% gain to date.
COLDSTREAM CAPITAL MANAGEMENT INC HEFA ($38.13) Holding Chart
COLDSTREAM CAPITAL MANAGEMENT INC HEFA ($38.13) 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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