Number of Shares
99,209.00
Current Holdings Value*
$3.60 Mil
% of Portfolio
0.94%
Total Estimate Gain
$144,181.71
% of Total Estimate Gain
2.53%

Stonebrook Private Inc.'s iShares Currency Hedged MSCI EAFE ETF Holding Summary

As of 2025-03-31, Stonebrook Private Inc. held 99,209.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $3.60 Mil. This investment constitutes 0.94% of their stock portfolio, and Stonebrook Private Inc. now holds 0.05% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.

The initial trade took place in 2024Q1. And since then Stonebrook Private Inc. has made 3 purchases of HEFA, at an average price of $35.74, for a total of 159,704.00 shares. In addition, there have been 2 sales at an average price of $35.12 for 60,495.00 shares. Based on historical transaction data and HEFA's current price of $37.57, Stonebrook Private Inc.'s estimated gain on his HEFA holdings is $144,181.71, reflecting a 2.53% gain to date.

Stonebrook Private Inc. HEFA ($37.57) Holding Chart

Stonebrook Private Inc. 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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