Captrust Financial Advisors Ishares Currency Hedged Msci E Transaction History

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025

A detailed history of Captrust Financial Advisors transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Captrust Financial Advisors holds 7,438 shares of HEFA stock, worth $306,073. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,438
Holding current value
$306,073
% of portfolio
0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 19, 2025
BUY
$37.2 - $39.61 $276,693 - $294,619
7,438 New
7,438 $294,000
Q2 2022

Aug 23, 2022
SELL
$31.04 - $34.59 $6,114 - $6,814
-197 Reduced 12.6%
1,366 $43,000
Q2 2022

Aug 16, 2022
SELL
$31.04 - $34.59 $14,402 - $16,049
-464 Reduced 22.89%
1,563 $50,000
Q1 2022

May 16, 2022
BUY
$30.88 - $35.96 $6,083 - $7,084
197 Added 10.77%
2,027 $69,000
Q2 2021

Aug 16, 2021
BUY
$33.05 - $35.02 $15,335 - $16,249
464 Added 33.97%
1,830 $63,000
Q1 2021

May 17, 2021
SELL
$30.49 - $33.1 $2,225 - $2,416
-73 Reduced 5.07%
1,366 $45,000
Q4 2020

Feb 16, 2021
BUY
$26.45 - $30.76 $1,930 - $2,245
73 Added 5.34%
1,439 $44,000
Q3 2020

Nov 17, 2020
SELL
$26.72 - $28.26 $5,263 - $5,567
-197 Reduced 12.6%
1,366 $38,000
Q2 2020

Aug 14, 2020
BUY
$23.2 - $28.74 $36,261 - $44,920
1,563 New
1,563 $43,000
Q4 2019

Feb 14, 2020
SELL
$28.97 - $31.38 $5,707 - $6,181
-197 Closed
0 $0
Q2 2019

Aug 13, 2019
BUY
$28.47 - $29.96 $5,608 - $5,902
197 New
197 $6,000

Others Institutions Holding HEFA

# of Institutions
474
Shares Held
147M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CURRENCY HEDGED MSCI E

HEFA Quotes by TradingView
  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email