Future Financial Wealth Managment LLC HEFA Holdings History
Future Financial Wealth Managment LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-03-31, Future Financial Wealth Managment LLC held 116,328.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $4.22 Mil. This investment constitutes 3.1% of their stock portfolio, and Future Financial Wealth Managment LLC now holds 0.05% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2024Q2. And since then Future Financial Wealth Managment LLC has made 4 purchases of HEFA, at an average price of $35.12, for a total of 116,328.00 shares. Based on historical transaction data and HEFA's current price of $37.90, Future Financial Wealth Managment LLC's estimated gain on his HEFA holdings is $323,148.05, reflecting a 7.91% gain to date.
Future Financial Wealth Managment LLC HEFA ($37.90) Holding Chart
Future Financial Wealth Managment LLC HEFA ($37.90) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
