Cypress Wealth Services, LLC HEFA Holdings History
Cypress Wealth Services, LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-03-31, Cypress Wealth Services, LLC held 67,540.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $2.45 Mil. This investment constitutes 0.5% of their stock portfolio, and Cypress Wealth Services, LLC now holds 0.03% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2024Q1. And since then Cypress Wealth Services, LLC has made 2 purchases of HEFA, at an average price of $34.29, for a total of 137,326.00 shares. In addition, there have been 3 sales at an average price of $34.98 for 69,786.00 shares. Based on historical transaction data and HEFA's current price of $37.52, Cypress Wealth Services, LLC's estimated gain on his HEFA holdings is $265,904.36, reflecting a 5.65% gain to date.
Cypress Wealth Services, LLC HEFA ($37.52) Holding Chart
Cypress Wealth Services, LLC HEFA ($37.52) 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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