DecisionMap Wealth Management, LLC HEFA Holdings History
Number of Shares
114,578.00
Current Holdings Value*
$4.16 Mil
% of Portfolio
3.16%
Total Estimate Gain
$263,711.44
% of Total Estimate Gain
6.53%
DecisionMap Wealth Management, LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-03-31, DecisionMap Wealth Management, LLC held 114,578.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $4.16 Mil. This investment constitutes 3.16% of their stock portfolio, and DecisionMap Wealth Management, LLC now holds 0.05% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $36.45 for 148.00 shares. Based on historical transaction data and HEFA's current price of $37.52, DecisionMap Wealth Management, LLC's estimated gain on his HEFA holdings is $263,711.44, reflecting a 6.53% gain to date.
DecisionMap Wealth Management, LLC HEFA ($37.52) Holding Chart
DecisionMap Wealth Management, 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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