Prasad Wealth Partners, LLC HEFA Holdings History
Number of Shares
463,020.00
Current Holdings Value*
$17.58 Mil
% of Portfolio
5.15%
Total Estimate Gain
$1.39 Mil
% of Total Estimate Gain
8.46%
Prasad Wealth Partners, LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-06-30, Prasad Wealth Partners, LLC held 463,020.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $17.58 Mil. This investment constitutes 5.15% of their stock portfolio, and Prasad Wealth Partners, LLC now holds 0.28% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2024Q4. And since then Prasad Wealth Partners, LLC has made 2 purchases of HEFA, at an average price of $35.48, for a total of 463,020.00 shares. Based on historical transaction data and HEFA's current price of $38.48, Prasad Wealth Partners, LLC's estimated gain on his HEFA holdings is $1.39 Mil, reflecting a 8.46% gain to date.
Prasad Wealth Partners, LLC HEFA ($38.48) Holding Chart
Prasad Wealth Partners, LLC HEFA ($38.48) 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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