Congress Wealth Management LLC Ishares Currency Hedged Msci E Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Congress Wealth Management LLC holds 45,790 shares of HEFA stock, worth $1.84 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
45,790
Previous 39,576 15.7%
Holding current value
$1.84 Million
Previous $1.44 Million 21.03%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$32.11 - $38.21 $199,531 - $237,436
6,214 Added 15.7%
45,790 $1.74 Million
Q1 2025

May 14, 2025
BUY
$34.83 - $37.52 $1.38 Million - $1.48 Million
39,576 New
39,576 $1.44 Million

Others Institutions Holding HEFA

# of Institutions
487
Shares Held
153M
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
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