Number of Shares
339,002.00
Current Holdings Value*
$12.30 Mil
% of Portfolio
1.3%
Total Estimate Gain
$1.01 Mil
% of Total Estimate Gain
3.09%

Kovack Advisors, Inc.'s iShares Currency Hedged MSCI EAFE ETF Holding Summary

As of 2025-03-31, Kovack Advisors, Inc. held 339,002.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $12.30 Mil. This investment constitutes 1.3% of their stock portfolio, and Kovack Advisors, Inc. now holds 0.16% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.

The initial trade took place in 2023Q2. And since then Kovack Advisors, Inc. has made 4 purchases of HEFA, at an average price of $33.63, for a total of 971,476.00 shares. In addition, there have been 4 sales at an average price of $32.74 for 632,474.00 shares. Based on historical transaction data and HEFA's current price of $38.27, Kovack Advisors, Inc.'s estimated gain on his HEFA holdings is $1.01 Mil, reflecting a 3.09% gain to date.

Kovack Advisors, Inc. HEFA ($38.27) Holding Chart

Kovack Advisors, Inc. HEFA ($38.27) 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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