Guidance Point Advisors, LLC Ishares Currency Hedged Msci E Transaction History

Guidance Point Advisors, LLC

$331 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	$33.99 - $36.33 $28,891 - $30,880	-850 Closed	0 $0
Q3 2021 Oct 20, 2021	BUY	$33.35 - $35.56 $28,347 - $30,226	850 New	850 $29,000

Others Institutions Holding HEFA

# of Institutions

410

Shares Held

137M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

47M
Shares

$1.64 Billion
0.28% of portfolio
Envestnet Asset Management Inc

7.31M
Shares

$254 Million
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

5.33M
Shares

$186 Million
0.02% of portfolio
Partners Capital Investment Group, LLP Boston, MA

4.91M
Shares

$171 Million
2.96% of portfolio
Coldstream Capital Management Inc

4.81M
Shares

$167 Million
3.72% of portfolio

About ISHARES CURRENCY HEDGED MSCI E

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