GRIES FINANCIAL LLC HEFA Holdings History

Number of Shares
16,489.00
Current Holdings Value*
$598,400.00
% of Portfolio
0.12%
Total Estimate Gain
$271,075.40
% of Total Estimate Gain
8.36%

GRIES FINANCIAL LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary

As of 2025-03-31, GRIES FINANCIAL LLC held 16,489.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $598,400.00. This investment constitutes 0.12% of their stock portfolio, and GRIES FINANCIAL LLC now holds 0.01% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.

The initial trade took place in 2024Q1. And since then GRIES FINANCIAL LLC has made 4 purchases of HEFA, at an average price of $33.81, for a total of 95,950.00 shares. In addition, there have been 1 sales at an average price of $36.45 for 79,461.00 shares. Based on historical transaction data and HEFA's current price of $37.52, GRIES FINANCIAL LLC's estimated gain on his HEFA holdings is $271,075.40, reflecting a 8.36% gain to date.

GRIES FINANCIAL LLC HEFA ($37.52) Holding Chart

GRIES FINANCIAL 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 %

Top Ranked Articles

  • 1