Retirement Wealth Solutions LLC HEFA Holdings History
Retirement Wealth Solutions LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-06-30, Retirement Wealth Solutions LLC held 8,264.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $313,700.00. This investment constitutes 0.23% of their stock portfolio, and Retirement Wealth Solutions LLC now holds 0% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2024Q4. And since then Retirement Wealth Solutions LLC has made 1 purchases of HEFA, at an average price of $35.93, for a total of 18,193.00 shares. In addition, there have been 1 sales at an average price of $36.55 for 9,929.00 shares. Based on historical transaction data and HEFA's current price of $38.48, Retirement Wealth Solutions LLC's estimated gain on his HEFA holdings is $27,193.08, reflecting a 4.16% gain to date.
Retirement Wealth Solutions LLC HEFA ($38.48) Holding Chart
Retirement Wealth Solutions 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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