Number of Shares
416,175.00
Current Holdings Value*
$15.10 Mil
% of Portfolio
10.18%
Total Estimate Gain
$470,277.75
% of Total Estimate Gain
3.10%

Paradigm, Strategies in Wealth Management, LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary

As of 2025-03-31, Paradigm, Strategies in Wealth Management, LLC held 416,175.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $15.10 Mil. This investment constitutes 10.18% of their stock portfolio, and Paradigm, Strategies in Wealth Management, LLC now holds 0.2% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.

The initial trade took place in 2025Q1. And since then Paradigm, Strategies in Wealth Management, LLC has made 1 purchases of HEFA, at an average price of $36.45, for a total of 416,175.00 shares. Based on historical transaction data and HEFA's current price of $37.58, Paradigm, Strategies in Wealth Management, LLC's estimated gain on his HEFA holdings is $470,277.75, reflecting a 3.10% gain to date.

Paradigm, Strategies in Wealth Management, LLC HEFA ($37.58) Holding Chart

Paradigm, Strategies in Wealth Management, LLC 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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