Waverly Advisors, LLC HEFA Holdings History
Waverly Advisors, LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-03-31, Waverly Advisors, LLC held 1.95 Mil shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $70.84 Mil. This investment constitutes 0.86% of their stock portfolio, and Waverly Advisors, LLC now holds 0.91% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2024Q2. And since then Waverly Advisors, LLC has made 4 purchases of HEFA, at an average price of $36.39, for a total of 1.95 Mil shares. Based on historical transaction data and HEFA's current price of $38.35, Waverly Advisors, LLC's estimated gain on his HEFA holdings is $3.82 Mil, reflecting a 5.38% gain to date.
Waverly Advisors, LLC HEFA ($38.35) Holding Chart
Waverly Advisors, LLC HEFA ($38.35) 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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