Number of Shares
427,420.00
Current Holdings Value*
$16.22 Mil
% of Portfolio
3.95%
Total Estimate Gain
$3.21 Mil
% of Total Estimate Gain
19.15%

Crumly & Associates Inc.'s iShares Currency Hedged MSCI EAFE ETF Holding Summary

As of 2025-06-30, Crumly & Associates Inc. held 427,420.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $16.22 Mil. This investment constitutes 3.95% of their stock portfolio, and Crumly & Associates Inc. now holds 0.25% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.

The initial trade took place in 2023Q4. And since then Crumly & Associates Inc. has made 4 purchases of HEFA, at an average price of $31.14, for a total of 537,441.00 shares. In addition, there have been 3 sales at an average price of $34.96 for 110,021.00 shares. Based on historical transaction data and HEFA's current price of $37.66, Crumly & Associates Inc.'s estimated gain on his HEFA holdings is $3.21 Mil, reflecting a 19.15% gain to date.

Crumly & Associates Inc. HEFA ($37.66) Holding Chart

Crumly & Associates Inc. HEFA ($37.66) 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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