Quotient Wealth Partners, LLC HEFA Holdings History
Quotient Wealth Partners, LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-03-31, Quotient Wealth Partners, LLC held 3.76 Mil shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $136.28 Mil. This investment constitutes 4.35% of their stock portfolio, and Quotient Wealth Partners, LLC now holds 1.76% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2023Q4. And since then Quotient Wealth Partners, LLC has made 3 purchases of HEFA, at an average price of $31.08, for a total of 4.51 Mil shares. In addition, there have been 2 sales at an average price of $36.28 for 758,363.00 shares. Based on historical transaction data and HEFA's current price of $37.57, Quotient Wealth Partners, LLC's estimated gain on his HEFA holdings is $28.31 Mil, reflecting a 20.18% gain to date.
Quotient Wealth Partners, LLC HEFA ($37.57) Holding Chart
Quotient Wealth Partners, 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 % | |||
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