Arkadios Wealth Advisors Ishares Currency Hedged Msci E Transaction History

Arkadios Wealth Advisors

$3.16 Billion
Q2 2025

A detailed history of Arkadios Wealth Advisors transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Arkadios Wealth Advisors holds 11,736 shares of HEFA stock, worth $478,124. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,736

Previous 15,454 24.06%

Holding current value

$478,124

Previous $560,000 20.54%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$32.11 - $38.21 $119,384 - $142,064	-3,718 Reduced 24.06%	11,736 $445,000
Q1 2025 May 08, 2025	BUY	$34.83 - $37.52 $138,658 - $149,367	3,981 Added 34.7%	15,454 $560,000
Q4 2024 Jan 15, 2025	SELL	$34.42 - $35.88 $40,443 - $42,159	-1,175 Reduced 9.29%	11,473 $398,000
Q3 2024 Oct 24, 2024	SELL	$32.34 - $35.85 $68,140 - $75,535	-2,107 Reduced 14.28%	12,648 $447,000
Q2 2024 Jul 29, 2024	BUY	$33.83 - $35.94 $163,162 - $173,338	4,823 Added 48.56%	14,755 $524,000
Q1 2024 Apr 30, 2024	BUY	$31.29 - $34.9 $48,937 - $54,583	1,564 Added 18.69%	9,932 $346,000
Q4 2023 Jan 24, 2024	BUY	$28.86 - $31.76 $241,500 - $265,767	8,368 New	8,368 $263,000

Others Institutions Holding HEFA

# of Institutions

501

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

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Arkadios Wealth Advisors Ishares Currency Hedged Msci E Transaction History