Marcum Wealth, LLC Ishares Currency Hedged Msci E Transaction History

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 11, 2022	SELL	$29.89 - $33.24 $32,550 - $36,198	-1,089 Reduced 7.26%	13,915 $416,000
Q2 2022 Jul 14, 2022	BUY	$31.04 - $34.59 $465,724 - $518,988	15,004 New	15,004 $477,000

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

$255 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

$168 Million
3.72% of portfolio

About ISHARES CURRENCY HEDGED MSCI E

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