Lws Wealth Advisors, Inc. Ishares Currency Hedged Msci E Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 45,480 shares of HEFA stock, worth $1.85 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

45,480

Previous 45,097 0.85%

Holding current value

$1.85 Million

Previous $1.36 Million 5.6%

% of portfolio

0.56%

Previous 0.62%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$28.86 - $31.76 $11,053 - $12,164	383 Added 0.85%	45,480 $1.43 Million
Q3 2023 Nov 13, 2023	SELL	$29.54 - $30.96 $10,929 - $11,455	-370 Reduced 0.81%	45,097 $1.36 Million
Q2 2023 Jul 28, 2023	SELL	$29.32 - $31.08 $45,240 - $47,956	-1,543 Reduced 3.28%	45,467 $1.41 Million
Q1 2023 Apr 28, 2023	BUY	$27.47 - $29.65 $24,805 - $26,773	903 Added 1.96%	47,010 $1.39 Million
Q4 2022 Feb 14, 2023	BUY	$27.0 - $34.09 $169,182 - $213,607	6,266 Added 15.73%	46,107 $1.24 Million
Q3 2022 Nov 14, 2022	BUY	$29.89 - $33.24 $27,917 - $31,046	934 Added 2.4%	39,841 $1.19 Million
Q2 2022 Aug 05, 2022	SELL	$31.04 - $34.59 $30,574 - $34,071	-985 Reduced 2.47%	38,907 $1.24 Million
Q1 2022 May 10, 2022	BUY	$30.88 - $35.96 $26,865 - $31,285	870 Added 2.23%	39,892 $1.35 Million
Q4 2021 Feb 02, 2022	BUY	$33.99 - $36.33 $38,612 - $41,270	1,136 Added 3.0%	39,022 $1.38 Million
Q3 2021 Nov 09, 2021	SELL	$33.35 - $35.56 $43,388 - $46,263	-1,301 Reduced 3.32%	37,886 $1.3 Million
Q2 2021 Jul 23, 2021	BUY	$33.05 - $35.02 $3,404 - $3,607	103 Added 0.26%	39,187 $1.36 Million
Q1 2021 Apr 29, 2021	BUY	$30.49 - $33.1 $55,278 - $60,010	1,813 Added 4.86%	39,084 $1.29 Million
Q4 2020 Jan 20, 2021	BUY	$26.45 - $30.76 $32,454 - $37,742	1,227 Added 3.4%	37,271 $1.14 Million
Q3 2020 Nov 10, 2020	BUY	$26.72 - $28.26 $10,527 - $11,134	394 Added 1.11%	36,044 $992,000
Q2 2020 Aug 05, 2020	BUY	$23.2 - $28.74 $110,803 - $137,262	4,776 Added 15.47%	35,650 $983,000
Q1 2020 May 04, 2020	SELL	$21.23 - $31.4 $30,422 - $44,996	-1,433 Reduced 4.44%	30,874 $748,000
Q4 2019 Feb 06, 2020	BUY	$28.97 - $31.38 $935,933 - $1.01 Million	32,307 New	32,307 $986,000

Others Institutions Holding HEFA

# of Institutions

501

Shares Held

154M

Call Options Held

Put Options Held

View Full List

About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
Sector ETFs
Industry ETFs

More about HEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lws Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lws Wealth Advisors, Inc. with notifications on news.

Account

Lws Wealth Advisors, Inc. Ishares Currency Hedged Msci E Transaction History