Acorn Financial Advisory Services Inc Ishares Currency Hedged Msci E Transaction History

Acorn Financial Advisory Services Inc

$498 Million
Q2 2025

A detailed history of Acorn Financial Advisory Services Inc transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 18,756 shares of HEFA stock, worth $720,980. This represents 0.14% of its overall portfolio holdings.

Number of Shares

18,756

Previous 15,490 21.08%

Holding current value

$720,980

Previous $562,000 26.51%

% of portfolio

0.14%

Previous 0.12%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$32.11 - $38.21 $104,871 - $124,793	3,266 Added 21.08%	18,756 $711,000
Q1 2025 Apr 29, 2025	BUY	$34.83 - $37.52 $13,026 - $14,032	374 Added 2.47%	15,490 $562,000
Q4 2024 Feb 14, 2025	BUY	$34.42 - $35.88 $1,721 - $1,794	50 Added 0.33%	15,116 $525,000
Q3 2024 Nov 01, 2024	SELL	$32.34 - $35.85 $10,251 - $11,364	-317 Reduced 2.06%	15,066 $533,000
Q2 2024 Aug 01, 2024	BUY	$33.83 - $35.94 $9,506 - $10,099	281 Added 1.86%	15,383 $547,000
Q1 2024 May 08, 2024	SELL	$31.29 - $34.9 $8,479 - $9,457	-271 Reduced 1.76%	15,102 $526,000
Q4 2023 Jan 17, 2024	BUY	$28.86 - $31.76 $2,366 - $2,604	82 Added 0.54%	15,373 $484,000
Q3 2023 Oct 10, 2023	BUY	$29.54 - $30.96 $4,637 - $4,860	157 Added 1.04%	15,291 $460,000
Q2 2023 Jul 20, 2023	BUY	$29.32 - $31.08 $17,298 - $18,337	590 Added 4.06%	15,134 $469,000
Q1 2023 Apr 26, 2023	BUY	$27.47 - $29.65 $37,166 - $40,116	1,353 Added 10.26%	14,544 $428,000
Q4 2022 Jan 20, 2023	BUY	$27.0 - $34.09 $38,097 - $48,100	1,411 Added 11.98%	13,191 $0
Q3 2022 Oct 12, 2022	BUY	$29.89 - $33.24 $25,316 - $28,154	847 Added 7.75%	11,780 $352,000
Q2 2022 Jul 12, 2022	BUY	$31.04 - $34.59 $339,360 - $378,172	10,933 New	10,933 $348,000

Others Institutions Holding HEFA

# of Institutions

509

Shares Held

164M

Call Options Held

Put Options Held

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About ISHARES CURRENCY HEDGED MSCI E

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Acorn Financial Advisory Services Inc Ishares Currency Hedged Msci E Transaction History