Axxcess Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 97,422 shares of HEFA stock, worth $3.97 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

97,422

Previous 68,212 42.82%

Holding current value

$3.97 Million

Previous $2.48 Million 49.41%

% of portfolio

0.09%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$32.11 - $38.21 $937,933 - $1.12 Million	29,210 Added 42.82%	97,422 $3.7 Million
Q1 2025 Apr 30, 2025	BUY	$34.83 - $37.52 $110,654 - $119,201	3,177 Added 4.89%	68,212 $2.48 Million
Q4 2024 Feb 10, 2025	BUY	$34.42 - $35.88 $224,418 - $233,937	6,520 Added 11.14%	65,035 $2.26 Million
Q3 2024 Nov 04, 2024	BUY	$32.34 - $35.85 $154,229 - $170,968	4,769 Added 8.87%	58,515 $2.07 Million
Q2 2024 Aug 09, 2024	BUY	$33.83 - $35.94 $156,023 - $165,755	4,612 Added 9.39%	53,746 $1.91 Million
Q1 2024 May 14, 2024	BUY	$31.29 - $34.9 $1.54 Million - $1.71 Million	49,134 New	49,134 $1.71 Million

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

More about HEFA

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Axxcess Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History