Lighthouse Wealth Management Inc. HEFA Holdings History
Lighthouse Wealth Management Inc.'s iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-06-30, Lighthouse Wealth Management Inc. held 333,250.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $12.65 Mil. This investment constitutes 10.95% of their stock portfolio, and Lighthouse Wealth Management Inc. now holds 0.2% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2024Q4. And since then Lighthouse Wealth Management Inc. has made 1 purchases of HEFA, at an average price of $35.24, for a total of 341,560.00 shares. In addition, there have been 1 sales at an average price of $36.55 for 8,310.00 shares. Based on historical transaction data and HEFA's current price of $37.58, Lighthouse Wealth Management Inc.'s estimated gain on his HEFA holdings is $789,729.02, reflecting a 6.56% gain to date.
Lighthouse Wealth Management Inc. HEFA ($37.58) Holding Chart
Lighthouse Wealth Management Inc. HEFA ($37.58) 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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