Number of Shares
9,882.00
Current Holdings Value*
$375,120.00
% of Portfolio
0.24%
Total Estimate Gain
$22,943.67
% of Total Estimate Gain
0.94%

Certus Wealth Management, LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary

As of 2025-06-30, Certus Wealth Management, LLC held 9,882.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $375,120.00. This investment constitutes 0.24% of their stock portfolio, and Certus Wealth Management, LLC now holds 0.01% 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 2 sales at an average price of $35.70 for 58,645.00 shares. Based on historical transaction data and HEFA's current price of $38.27, Certus Wealth Management, LLC's estimated gain on his HEFA holdings is $22,943.67, reflecting a 0.94% gain to date.

Certus Wealth Management, LLC HEFA ($38.27) Holding Chart

Certus Wealth Management, LLC HEFA ($38.27) 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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