A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,450 shares of HEFA stock, worth $214,239. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,450
Previous 6,605 17.49%
Holding current value
$214,239
Previous $240 Million 13.7%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Jul 23, 2025

SELL
$32.11 - $38.21 $37,087 - $44,132
-1,155 Reduced 17.49%
5,450 $207 Million
Q1 2025

Jul 25, 2025

BUY
$34.83 - $37.52 $40,228 - $43,335
1,155 Added 21.19%
6,605 $240 Million
Q1 2025

Apr 21, 2025

BUY
$34.83 - $37.52 $9,926 - $10,693
285 Added 4.51%
6,605 $240 Million
Q4 2024

Jan 22, 2025

BUY
$34.42 - $35.88 $217,534 - $226,761
6,320 New
6,320 $220 Million

Others Institutions Holding HEFA

About ISHARES CURRENCY HEDGED MSCI E


  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
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