Maia Wealth LLC Ishares Currency Hedged Msci E Transaction History

Maia Wealth LLC

$441 Billion
Q1 2025

A detailed history of Maia Wealth LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Maia Wealth LLC holds 39,587 shares of HEFA stock, worth $1.48 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

39,587

Holding current value

$1.48 Million

% of portfolio

0.3%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$34.83 - $37.52 $1.38 Million - $1.49 Million	39,587 New	39,587 $1.34 Billion
Q2 2024 Jul 16, 2024	BUY	$33.83 - $35.94 $1.32 Million - $1.4 Million	39,036 New	39,036 $1.39 Billion

Others Institutions Holding HEFA

# of Institutions

552

Shares Held

199M

Call Options Held

Put Options Held

Goldman Sachs Group Inc New York, NY

51.3M
Shares

$1.92 Billion
0.31% of portfolio
Envestnet Asset Management Inc

20.8M
Shares

$781 Million
0.25% of portfolio
Jpmorgan Chase & CO New York, NY

8.74M
Shares

$328 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

7.97M
Shares

$299 Million
0.12% of portfolio
Partners Capital Investment Group, LLP Boston, MA

6.09M
Shares

$228 Million
3.97% of portfolio

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 Maia Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Maia Wealth LLC with notifications on news.

Account