Peninsula Wealth, LLC HEFA Holdings History
Peninsula Wealth, LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2024-12-31, Peninsula Wealth, LLC held 29,241.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $1.02 Mil. This investment constitutes 0.17% of their stock portfolio, and Peninsula Wealth, LLC now holds 0.02% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2024Q2. And since then Peninsula Wealth, LLC has made 1 purchases of HEFA, at an average price of $35.09, for a total of 104,999.00 shares. In addition, there have been 2 sales at an average price of $35.20 for 75,758.00 shares. Based on historical transaction data and HEFA's current price of $37.57, Peninsula Wealth, LLC's estimated gain on his HEFA holdings is $80,853.74, reflecting a 2.19% gain to date.
Peninsula Wealth, LLC HEFA ($37.57) Holding Chart
Peninsula Wealth, LLC HEFA ($37.57) 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
