TSA Wealth Managment LLC HEFA Holdings History
TSA Wealth Managment LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-03-31, TSA Wealth Managment LLC held 55,144.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $2.00 Mil. This investment constitutes 0.8% of their stock portfolio, and TSA Wealth Managment LLC now holds 0.03% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2024Q1. And since then TSA Wealth Managment LLC has made 2 purchases of HEFA, at an average price of $34.15, for a total of 158,914.00 shares. In addition, there have been 2 sales at an average price of $34.86 for 103,770.00 shares. Based on historical transaction data and HEFA's current price of $37.73, TSA Wealth Managment LLC's estimated gain on his HEFA holdings is $270,491.28, reflecting a 4.98% gain to date.
TSA Wealth Managment LLC HEFA ($37.73) Holding Chart
TSA Wealth Managment LLC HEFA ($37.73) 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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