Dynasty Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History

Dynasty Wealth Management, LLC

  • $5.87 Trillion
  • Q2 2025

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 3,637,880 shares of HEFA stock, worth $141 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
3,637,880
Previous 3,883,488 6.32%
Holding current value
$141 Million
Previous $141 Billion 2.01%
% of portfolio
2.35%
Previous 2.35%

Shares

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

Aug 05, 2025
SELL
$32.11 - $38.21 $7.89 Million - $9.38 Million
-245,608 Reduced 6.32%
3,637,880 $138 Billion
Q1 2025

May 02, 2025
SELL
$34.83 - $37.52 $20.1 Million - $21.7 Million
-578,141 Reduced 12.96%
3,883,488 $141 Billion
Q4 2024

Feb 05, 2025
BUY
$34.42 - $35.88 $154 Million - $160 Million
4,461,629 New
4,461,629 $155 Billion
Q2 2024

Aug 12, 2024
SELL
$33.83 - $35.94 $168,135 - $178,621
-4,970 Reduced 0.12%
4,256,358 $151 Billion
Q1 2024

May 15, 2024
BUY
$31.29 - $34.9 $133 Million - $149 Million
4,261,328 New
4,261,328 $149 Billion

Others Institutions Holding HEFA

# of Institutions
503
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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