Calton & Associates, Inc. Ishares Currency Hedged Msci E Transaction History

Calton & Associates, Inc.

$211 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	$27.69 - $30.85 $996 - $1,110	-36 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$29.04 - $30.17 $1,045 - $1,086	36	36 $1,000

Others Institutions Holding HEFA

# of Institutions

493

Shares Held

165M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

50.5M
Shares

$1.82 Billion
0.29% of portfolio
Envestnet Asset Management Inc

20.8M
Shares

$750 Million
0.25% of portfolio
Jpmorgan Chase & CO New York, NY

5.6M
Shares

$202 Million
0.02% of portfolio
Coldstream Capital Management Inc

5.15M
Shares

$185 Million
3.86% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

4.46M
Shares

$161 Million
2.67% of portfolio

About ISHARES CURRENCY HEDGED MSCI E

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