A detailed history of Client 1 St Advisory Group, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 14,651 shares of HEFA stock, worth $552,928. This represents 0.21% of its overall portfolio holdings.

Number of Shares
14,651
Previous 16,734 12.45%
Holding current value
$552,928
Previous $581,000 8.61%
% of portfolio
0.21%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 19, 2025

SELL
$34.83 - $37.52 $72,550 - $78,154
-2,083 Reduced 12.45%
14,651 $531,000
Q4 2024

Jan 16, 2025

BUY
$34.42 - $35.88 $97,202 - $101,325
2,824 Added 20.3%
16,734 $581,000
Q3 2024

Feb 10, 2025

BUY
$32.34 - $35.85 $61,316 - $67,971
1,896 Added 11.33%
18,630 $659,000
Q2 2024

Aug 08, 2024

BUY
$33.83 - $35.94 $470,575 - $499,925
13,910 New
13,910 $494,000

Others Institutions Holding HEFA

About ISHARES CURRENCY HEDGED MSCI E


  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
Track This Portfolio

Track Client 1 St Advisory Group, LLC Portfolio

Follow Client 1 St Advisory Group, LLC 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 Client 1 St Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Client 1 St Advisory Group, LLC with notifications on news.