Mbl Wealth, LLC Ishares Currency Hedged Msci E Transaction History

Mbl Wealth, LLC

$833 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 12, 2023	BUY	$27.0 - $34.09 $729 - $920	27 Added 0.03%	82,442 $2.23 Million
Q3 2022 Jan 12, 2023	BUY	$29.89 - $33.24 $2.46 Million - $2.74 Million	82,415 New	82,415 $2.46 Million

Others Institutions Holding HEFA

# of Institutions

410

Shares Held

137M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

47M
Shares

$1.64 Billion
0.28% of portfolio
Envestnet Asset Management Inc

7.31M
Shares

$255 Million
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

5.33M
Shares

$186 Million
0.02% of portfolio
Partners Capital Investment Group, LLP Boston, MA

4.91M
Shares

$171 Million
2.96% of portfolio
Coldstream Capital Management Inc

4.81M
Shares

$168 Million
3.72% of portfolio

About ISHARES CURRENCY HEDGED MSCI E

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