Ever Source Wealth Advisors, LLC Ishares Currency Hedged Msci E Transaction History

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 19,592 shares of HEFA stock, worth $806,210. This represents 0.04% of its overall portfolio holdings.

Number of Shares

19,592

Previous 954 1953.67%

Holding current value

$806,210

Previous $36,000 2055.56%

% of portfolio

0.04%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$37.2 - $39.61 $693,333 - $738,251	18,638 Added 1953.67%	19,592 $776,000
Q2 2025 Aug 13, 2025	SELL	$32.11 - $38.21 $105,224 - $125,214	-3,277 Reduced 77.45%	954 $36,000
Q1 2025 May 13, 2025	BUY	$34.83 - $37.52 $103,688 - $111,697	2,977 Added 237.4%	4,231 $153,000
Q4 2024 Feb 07, 2025	SELL	$34.42 - $35.88 $21,443 - $22,353	-623 Reduced 33.19%	1,254 $43,000
Q3 2024 Nov 08, 2024	SELL	$32.34 - $35.85 $208,722 - $231,375	-6,454 Reduced 77.47%	1,877 $66,000

Q2 2024 Aug 13, 2024	BUY	$33.83 - $35.94 $128,824 - $136,859	3,808 Added 84.19%	8,331 $296,000
Q1 2024 Jun 11, 2024	BUY	$31.29 - $34.9 $141,524 - $157,852	4,523 New	4,523 $157,000

Others Institutions Holding HEFA

# of Institutions

474

Shares Held

147M

Call Options Held

Put Options Held

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About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Ishares Currency Hedged Msci E Transaction History