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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