Certus Wealth Management, LLC HEFA Holdings History
Certus Wealth Management, LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-03-31, Certus Wealth Management, LLC held 40,808.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $1.53 Mil. This investment constitutes 1.04% of their stock portfolio, and Certus Wealth Management, LLC now holds 0.02% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2024Q2. And since then Certus Wealth Management, LLC has made 3 purchases of HEFA, at an average price of $35.74, for a total of 68,527.00 shares. In addition, there have been 1 sales at an average price of $34.76 for 27,719.00 shares. Based on historical transaction data and HEFA's current price of $38.48, Certus Wealth Management, LLC's estimated gain on his HEFA holdings is $84,706.07, reflecting a 3.46% gain to date.
Certus Wealth Management, LLC HEFA ($38.48) Holding Chart
Certus Wealth Management, LLC HEFA ($38.48) 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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