CX Institutional HEFA Holdings History

Number of Shares
843,256.00
Current Holdings Value*
$30.60 Mil
% of Portfolio
1.15%
Total Estimate Gain
$5.50 Mil
% of Total Estimate Gain
5.86%

CX Institutional's iShares Currency Hedged MSCI EAFE ETF Holding Summary

As of 2025-03-31, CX Institutional held 843,256.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $30.60 Mil. This investment constitutes 1.15% of their stock portfolio, and CX Institutional now holds 0.4% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.

The initial trade took place in 2020Q2. And since then CX Institutional has made 11 purchases of HEFA, at an average price of $32.22, for a total of 2.91 Mil shares. In addition, there have been 8 sales at an average price of $32.72 for 2.07 Mil shares. Based on historical transaction data and HEFA's current price of $37.52, CX Institutional's estimated gain on his HEFA holdings is $5.50 Mil, reflecting a 5.86% gain to date.

CX Institutional HEFA ($37.52) Holding Chart

CX Institutional HEFA ($37.52) 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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