MCMORGAN & CO LLC HEFA Holdings History
MCMORGAN & CO LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-03-31, MCMORGAN & CO LLC held 1.18 Mil shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $42.89 Mil. This investment constitutes 6.86% of their stock portfolio, and MCMORGAN & CO LLC now holds 0.55% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2024Q2. And since then MCMORGAN & CO LLC has made 3 purchases of HEFA, at an average price of $36.26, for a total of 1.19 Mil shares. In addition, there have been 1 sales at an average price of $34.76 for 3,925.00 shares. Based on historical transaction data and HEFA's current price of $37.52, MCMORGAN & CO LLC's estimated gain on his HEFA holdings is $1.49 Mil, reflecting a 3.45% gain to date.
MCMORGAN & CO LLC HEFA ($37.52) Holding Chart
MCMORGAN & CO LLC HEFA ($37.52) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
