Delta Wealth Advisors LLC Ishares Currency Hedged Msci E Transaction History

Delta Wealth Advisors LLC

$119 Billion
Q2 2025

A detailed history of Delta Wealth Advisors LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Delta Wealth Advisors LLC holds 121,415 shares of HEFA stock, worth $4.81 Million. This represents 3.86% of its overall portfolio holdings.

Number of Shares

121,415

Previous 121,640 0.18%

Holding current value

$4.81 Million

Previous $4.41 Billion 4.41%

% of portfolio

3.86%

Previous 4.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Oct 10, 2025	SELL	$32.11 - $38.21 $7,224 - $8,597	-225 Reduced 0.18%	121,415 $4.61 Billion
Q1 2025 Oct 10, 2025	BUY	$34.83 - $37.52 $34,516 - $37,182	991 Added 0.82%	121,640 $4.41 Billion
Q4 2024 Oct 10, 2025	BUY	$34.42 - $35.88 $446,909 - $465,865	12,984 Added 12.06%	120,649 $4.19 Billion
Q3 2024 Oct 10, 2025	SELL	$32.34 - $35.85 $31,337 - $34,738	-969 Reduced 0.89%	107,665 $3.81 Billion
Q2 2024 Oct 10, 2025	BUY	$33.83 - $35.94 $257,243 - $273,287	7,604 Added 7.53%	108,634 $3.86 Billion
Q1 2024 Oct 10, 2025	BUY	$31.29 - $34.9 $3.16 Million - $3.53 Million	101,030 New	101,030 $3.52 Billion

Others Institutions Holding HEFA

# of Institutions

503

Shares Held

154M

Call Options Held

Put Options Held

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About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
Sector ETFs
Industry ETFs

More about HEFA

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Delta Wealth Advisors LLC Ishares Currency Hedged Msci E Transaction History