Number of Shares
40,808.00
Current Holdings Value*
$1.53 Mil
% of Portfolio
1.04%
Total Estimate Gain
$84,706.07
% of Total Estimate Gain
3.46%

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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