Ica Group Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History

Ica Group Wealth Management, LLC

$164 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$31.29 - $34.9 $68,556 - $76,465	2,191 New	2,191 $76,000
Q4 2022 Feb 14, 2023	BUY	$27.0 - $34.09 $1,863 - $2,352	69 New	69 $1,000

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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