M Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
M Wealth Management, LLC
- $108 Billion
- Q2 2025
A detailed history of M Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, M Wealth Management, LLC holds 15,842 shares of HEFA stock, worth $622,749. This represents 0.55% of its overall portfolio holdings.
Number of Shares
15,842
Previous 15,842
-0.0%
Holding current value
$622,749
Previous $575 Million
4.6%
% of portfolio
0.55%
Previous 0.54%
Shares
1 transactions
Others Institutions Holding HEFA
# of Institutions
502Shares Held
154MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY48MShares$1.89 Billion0.26% of portfolio
-
Jpmorgan Chase & CO New York, NY8.74MShares$344 Million0.02% of portfolio
-
Envestnet Asset Management Inc7.09MShares$279 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.62MShares$260 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.41MShares$213 Million0.07% of portfolio