Horst & Graben Wealth Management LLC HEFA Holdings History
Horst & Graben Wealth Management LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-03-31, Horst & Graben Wealth Management LLC held 84,860.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $3.08 Mil. This investment constitutes 0.55% of their stock portfolio, and Horst & Graben Wealth Management LLC now holds 0.04% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2024Q1. And since then Horst & Graben Wealth Management LLC has made 2 purchases of HEFA, at an average price of $34.18, for a total of 238,943.00 shares. In addition, there have been 2 sales at an average price of $34.84 for 154,083.00 shares. Based on historical transaction data and HEFA's current price of $37.57, Horst & Graben Wealth Management LLC's estimated gain on his HEFA holdings is $389,320.79, reflecting a 4.77% gain to date.
Horst & Graben Wealth Management LLC HEFA ($37.57) Holding Chart
Horst & Graben Wealth Management LLC HEFA ($37.57) 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
