Number of Shares
325,525.00
Current Holdings Value*
$12.36 Mil
% of Portfolio
1.84%
Total Estimate Gain
$2.95 Mil
% of Total Estimate Gain
22.86%

Exchange Capital Management, Inc.'s iShares Currency Hedged MSCI EAFE ETF Holding Summary

As of 2025-06-30, Exchange Capital Management, Inc. held 325,525.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $12.36 Mil. This investment constitutes 1.84% of their stock portfolio, and Exchange Capital Management, Inc. now holds 0.19% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.

The initial trade took place in 2020Q2. And since then Exchange Capital Management, Inc. has made 18 purchases of HEFA, at an average price of $28.78, for a total of 448,706.00 shares. In addition, there have been 3 sales at an average price of $27.09 for 123,181.00 shares. Based on historical transaction data and HEFA's current price of $38.48, Exchange Capital Management, Inc.'s estimated gain on his HEFA holdings is $2.95 Mil, reflecting a 22.86% gain to date.

Exchange Capital Management, Inc. HEFA ($38.48) Holding Chart

Exchange Capital Management, Inc. HEFA ($38.48) 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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