Copperleaf Capital, LLC Ishares Currency Hedged Msci E Transaction History

Copperleaf Capital, LLC

$123 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	SELL	$32.34 - $35.85 $20,665 - $22,908	-639 Reduced 2.24%	27,846 $986,000
Q2 2024 Aug 13, 2024	BUY	$33.83 - $35.94 $963,647 - $1.02 Million	28,485 New	28,485 $1.01 Million

Others Institutions Holding HEFA

# of Institutions

451

Shares Held

147M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

50.5M
Shares

$1.88 Billion
0.29% of portfolio
Envestnet Asset Management Inc

7.36M
Shares

$275 Million
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

5.6M
Shares

$209 Million
0.02% of portfolio
Coldstream Capital Management Inc

5.15M
Shares

$192 Million
3.86% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

4.46M
Shares

$166 Million
2.67% of portfolio

About ISHARES CURRENCY HEDGED MSCI E

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