Number of Shares
153,475.00
Current Holdings Value*
$5.57 Mil
% of Portfolio
4.03%
Total Estimate Gain
$177,321.52
% of Total Estimate Gain
3.17%

Vermillion & White Wealth Management Group, LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary

As of 2025-03-31, Vermillion & White Wealth Management Group, LLC held 153,475.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $5.57 Mil. This investment constitutes 4.03% of their stock portfolio, and Vermillion & White Wealth Management Group, LLC now holds 0.07% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.

The initial trade took place in 2024Q2. And since then Vermillion & White Wealth Management Group, LLC has made 4 purchases of HEFA, at an average price of $36.41, for a total of 153,475.00 shares. Based on historical transaction data and HEFA's current price of $37.57, Vermillion & White Wealth Management Group, LLC's estimated gain on his HEFA holdings is $177,321.52, reflecting a 3.17% gain to date.

Vermillion & White Wealth Management Group, LLC HEFA ($37.57) Holding Chart

Vermillion & White Wealth Management Group, 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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