WIN ADVISORS, INC HEFA Holdings History
WIN ADVISORS, INC's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-03-31, WIN ADVISORS, INC held 334,071.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $12.12 Mil. This investment constitutes 6.23% of their stock portfolio, and WIN ADVISORS, INC now holds 0.16% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2023Q3. And since then WIN ADVISORS, INC has made 2 purchases of HEFA, at an average price of $32.75, for a total of 831,073.00 shares. In addition, there have been 2 sales at an average price of $30.73 for 497,002.00 shares. Based on historical transaction data and HEFA's current price of $37.66, WIN ADVISORS, INC's estimated gain on his HEFA holdings is $639,256.25, reflecting a 2.35% gain to date.
WIN ADVISORS, INC HEFA ($37.66) Holding Chart
WIN ADVISORS, INC HEFA ($37.66) 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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