Hobbs Wealth Management, LLC HEFA Holdings History
Hobbs Wealth Management, LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-03-31, Hobbs Wealth Management, LLC held 38,448.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $1.40 Mil. This investment constitutes 1.55% of their stock portfolio, and Hobbs Wealth Management, LLC now holds 0.02% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2025Q1. And since then Hobbs Wealth Management, LLC has made 1 purchases of HEFA, at an average price of $36.45, for a total of 38,448.00 shares. Based on historical transaction data and HEFA's current price of $37.53, Hobbs Wealth Management, LLC's estimated gain on his HEFA holdings is $41,523.84, reflecting a 2.96% gain to date.
Hobbs Wealth Management, LLC HEFA ($37.53) Holding Chart
Hobbs Wealth Management, LLC HEFA ($37.53) 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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