Adamsbrown Wealth Consultants LLC Ishares Currency Hedged Msci E Transaction History

Adamsbrown Wealth Consultants LLC

$305 Million
Q1 2025

A detailed history of Adamsbrown Wealth Consultants LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 492,942 shares of HEFA stock, worth $17.8 Million. This represents 5.91% of its overall portfolio holdings.

Number of Shares

492,942

Previous 548,340 10.1%

Holding current value

$17.8 Million

Previous $19.1 Million 5.4%

% of portfolio

5.91%

Previous 6.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$34.83 - $37.52 $1.93 Million - $2.08 Million	-55,398 Reduced 10.1%	492,942 $18 Million
Q4 2024 Jan 24, 2025	BUY	$34.42 - $35.88 $422,539 - $440,462	12,276 Added 2.29%	548,340 $19.1 Million
Q3 2024 Oct 11, 2024	SELL	$32.34 - $35.85 $214,866 - $238,187	-6,644 Reduced 1.22%	536,064 $19 Million
Q2 2024 Jul 12, 2024	SELL	$33.83 - $35.94 $310,593 - $329,965	-9,181 Reduced 1.66%	542,708 $19.3 Million
Q1 2024 Apr 30, 2024	SELL	$31.29 - $34.9 $8.08 Million - $9.02 Million	-258,336 Reduced 31.88%	551,889 $19.2 Million
Q4 2023 Jan 29, 2024	BUY	$28.86 - $31.76 $2.78 Million - $3.06 Million	96,479 Added 13.52%	810,225 $25.5 Million
Q3 2023 Oct 24, 2023	BUY	$29.54 - $30.96 $21.1 Million - $22.1 Million	713,746 New	713,746 $21.5 Million

Others Institutions Holding HEFA

# of Institutions

521

Shares Held

176M

Call Options Held

Put Options Held

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About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
Sector ETFs
Industry ETFs

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Adamsbrown Wealth Consultants LLC Ishares Currency Hedged Msci E Transaction History