Gitterman Wealth Management, LLC HEFA Holdings History
Gitterman Wealth Management, LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-03-31, Gitterman Wealth Management, LLC held 432,513.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $15.70 Mil. This investment constitutes 4.17% of their stock portfolio, and Gitterman Wealth Management, LLC now holds 0.2% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2025Q1. And since then Gitterman Wealth Management, LLC has made 1 purchases of HEFA, at an average price of $36.45, for a total of 432,513.00 shares. Based on historical transaction data and HEFA's current price of $38.48, Gitterman Wealth Management, LLC's estimated gain on his HEFA holdings is $878,001.39, reflecting a 5.57% gain to date.
Gitterman Wealth Management, LLC HEFA ($38.48) Holding Chart
Gitterman Wealth Management, LLC 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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