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 %

Top Ranked Articles

  • 1