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

$1.87 Billion
0.29% of portfolio
Envestnet Asset Management Inc

7.36M
Shares

$273 Million
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

5.6M
Shares

$208 Million
0.02% of portfolio
Coldstream Capital Management Inc

5.15M
Shares

$191 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

Ticker HEFA
Sector ETFs
Industry ETFs

More about HEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Copperleaf Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Copperleaf Capital, LLC with notifications on news.