Concurrent Investment Advisors, LLC Ishares Currency Hedged Msci E Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 99,074 shares of HEFA stock, worth $3.77 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

99,074

Previous 111,076 10.81%

Holding current value

$3.77 Million

Previous $4.03 Billion 6.7%

% of portfolio

0.07%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$32.11 - $38.21 $385,384 - $458,596	-12,002 Reduced 10.81%	99,074 $3.76 Billion
Q1 2025 Apr 29, 2025	BUY	$34.83 - $37.52 $177,284 - $190,976	5,090 Added 4.8%	111,076 $4.03 Billion
Q4 2024 Feb 03, 2025	BUY	$34.42 - $35.88 $105,290 - $109,756	3,059 Added 2.97%	105,986 $3.68 Billion
Q3 2024 Oct 30, 2024	SELL	$32.34 - $35.85 $228,773 - $253,602	-7,074 Reduced 6.43%	102,927 $3.65 Billion
Q2 2024 Jul 30, 2024	SELL	$33.83 - $35.94 $87,585 - $93,048	-2,589 Reduced 2.3%	110,001 $3.91 Billion
Q1 2024 May 07, 2024	BUY	$31.29 - $34.9 $400,355 - $446,545	12,795 Added 12.82%	112,590 $3.93 Billion
Q4 2023 Apr 15, 2024	BUY	$28.86 - $31.76 $2.88 Million - $3.17 Million	99,795 New	99,795 $3.14 Billion

Others Institutions Holding HEFA

# of Institutions

523

Shares Held

191M

Call Options Held

Put Options Held

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About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
Sector ETFs
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Concurrent Investment Advisors, LLC Ishares Currency Hedged Msci E Transaction History