MA Private Wealth HEFA Holdings History
Number of Shares
171,537.00
Current Holdings Value*
$6.23 Mil
% of Portfolio
1.17%
Total Estimate Gain
$435,580.48
% of Total Estimate Gain
7.23%
MA Private Wealth's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-03-31, MA Private Wealth held 171,537.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $6.23 Mil. This investment constitutes 1.17% of their stock portfolio, and MA Private Wealth now holds 0.08% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2024Q3. And since then MA Private Wealth has made 3 purchases of HEFA, at an average price of $35.12, for a total of 171,537.00 shares. Based on historical transaction data and HEFA's current price of $37.66, MA Private Wealth's estimated gain on his HEFA holdings is $435,580.48, reflecting a 7.23% gain to date.
MA Private Wealth HEFA ($37.66) Holding Chart
MA Private Wealth HEFA ($37.66) 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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