Goldstein Munger & Associates Ishares Currency Hedged Msci E Transaction History

Goldstein Munger & Associates

$303 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 01, 2018	SELL	$27.69 - $30.85 $282,438 - $314,670	-10,200 Closed	0 $0
Q3 2017 Nov 01, 2017	BUY	$28.62 - $28.94 $291,924 - $295,188	10,200	10,200 $295,000

Others Institutions Holding HEFA

# of Institutions

507

Shares Held

168M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

50.5M
Shares

$1.82 Billion
0.29% of portfolio
Envestnet Asset Management Inc

20.8M
Shares

$752 Million
0.25% of portfolio
Jpmorgan Chase & CO New York, NY

5.6M
Shares

$202 Million
0.02% of portfolio
Coldstream Capital Management Inc

5.15M
Shares

$186 Million
3.86% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

4.28M
Shares

$154 Million
1.27% of portfolio

About ISHARES CURRENCY HEDGED MSCI E

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