IVC Wealth Advisors LLC HEFA Holdings History
IVC Wealth Advisors LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-06-30, IVC Wealth Advisors LLC held 102,602.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $3.89 Mil. This investment constitutes 1.9% of their stock portfolio, and IVC Wealth Advisors LLC now holds 0.06% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2025Q1. And since then IVC Wealth Advisors LLC has made 2 purchases of HEFA, at an average price of $36.47, for a total of 102,602.00 shares. Based on historical transaction data and HEFA's current price of $38.48, IVC Wealth Advisors LLC's estimated gain on his HEFA holdings is $206,614.16, reflecting a 5.52% gain to date.
IVC Wealth Advisors LLC HEFA ($38.48) Holding Chart
IVC Wealth Advisors 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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