Quotient Wealth Partners, LLC Ishares Currency Hedged Msci E Transaction History

Quotient Wealth Partners, LLC

$3.4 Trillion
Q2 2025

A detailed history of Quotient Wealth Partners, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 3,855,668 shares of HEFA stock, worth $148 Million. This represents 4.31% of its overall portfolio holdings.

Number of Shares

3,855,668

Previous 3,755,287 2.67%

Holding current value

$148 Million

Previous $136 Billion 7.4%

% of portfolio

4.31%

Previous 4.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$32.11 - $38.21 $3.22 Million - $3.84 Million	100,381 Added 2.67%	3,855,668 $146 Billion
Q1 2025 Apr 30, 2025	SELL	$34.83 - $37.52 $23 Million - $24.8 Million	-661,715 Reduced 14.98%	3,755,287 $136 Billion
Q4 2024 Jan 28, 2025	BUY	$34.42 - $35.88 $6.84 Million - $7.13 Million	198,606 Added 4.71%	4,417,002 $153 Billion
Q3 2024 Oct 09, 2024	BUY	$32.34 - $35.85 $4.4 Million - $4.87 Million	135,968 Added 3.33%	4,218,396 $149 Billion
Q2 2024 Jul 24, 2024	SELL	$33.83 - $35.94 $3.27 Million - $3.47 Million	-96,648 Reduced 2.31%	4,082,428 $145 Billion
Q1 2024 May 14, 2024	BUY	$31.29 - $34.9 $15.2 Million - $17 Million	486,081 Added 13.16%	4,179,076 $146 Billion
Q4 2023 Feb 07, 2024	BUY	$28.86 - $31.76 $107 Million - $117 Million	3,692,995 New	3,692,995 $116 Billion

Others Institutions Holding HEFA

# of Institutions

500

Shares Held

162M

Call Options Held

Put Options Held

View Full List

About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
Sector ETFs
Industry ETFs

More about HEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Quotient Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quotient Wealth Partners, LLC with notifications on news.

Account

Quotient Wealth Partners, LLC Ishares Currency Hedged Msci E Transaction History