Traveka Wealth, LLC HEFA Holdings History

Number of Shares
138,493.00
Current Holdings Value*
$5.26 Mil
% of Portfolio
2.78%
Total Estimate Gain
$870,619.78
% of Total Estimate Gain
17.15%

Traveka Wealth, LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary

As of 2025-06-30, Traveka Wealth, LLC held 138,493.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $5.26 Mil. This investment constitutes 2.78% of their stock portfolio, and Traveka Wealth, LLC now holds 0.08% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.

The initial trade took place in 2023Q4. And since then Traveka Wealth, LLC has made 3 purchases of HEFA, at an average price of $31.89, for a total of 159,208.00 shares. In addition, there have been 3 sales at an average price of $35.87 for 20,715.00 shares. Based on historical transaction data and HEFA's current price of $37.58, Traveka Wealth, LLC's estimated gain on his HEFA holdings is $870,619.78, reflecting a 17.15% gain to date.

Traveka Wealth, LLC HEFA ($37.58) Holding Chart

Traveka Wealth, LLC HEFA ($37.58) 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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