Number of Shares
289,708.00
Current Holdings Value*
$10.51 Mil
% of Portfolio
6.77%
Total Estimate Gain
$638,964.86
% of Total Estimate Gain
6.12%

Clarity Asset Management, Inc.'s iShares Currency Hedged MSCI EAFE ETF Holding Summary

As of 2025-03-31, Clarity Asset Management, Inc. held 289,708.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $10.51 Mil. This investment constitutes 6.77% of their stock portfolio, and Clarity Asset Management, Inc. now holds 0.14% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.

The initial trade took place in 2024Q4. And since then Clarity Asset Management, Inc. has made 2 purchases of HEFA, at an average price of $36.06, for a total of 289,708.00 shares. Based on historical transaction data and HEFA's current price of $38.27, Clarity Asset Management, Inc.'s estimated gain on his HEFA holdings is $638,964.86, reflecting a 6.12% gain to date.

Clarity Asset Management, Inc. HEFA ($38.27) Holding Chart

Clarity Asset Management, Inc. 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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