Number of Shares
375,642.00
Current Holdings Value*
$13.64 Mil
% of Portfolio
1.63%
Total Estimate Gain
$420,719.04
% of Total Estimate Gain
3.07%

Virtue Capital Management, LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary

As of 2025-03-31, Virtue Capital Management, LLC held 375,642.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $13.64 Mil. This investment constitutes 1.63% of their stock portfolio, and Virtue Capital Management, LLC now holds 0.18% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.

The initial trade took place in 2025Q1. And since then Virtue Capital Management, LLC has made 1 purchases of HEFA, at an average price of $36.45, for a total of 375,642.00 shares. Based on historical transaction data and HEFA's current price of $37.57, Virtue Capital Management, LLC's estimated gain on his HEFA holdings is $420,719.04, reflecting a 3.07% gain to date.

Virtue Capital Management, LLC HEFA ($37.57) Holding Chart

Virtue Capital Management, 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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