Mba Advisors LLC Ishares Currency Hedged Msci E Transaction History

Mba Advisors LLC

$207 Million
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	BUY	$31.04 - $34.59 $264,336 - $294,568	8,516 Added 12.7%	75,589 $2.41 Million
Q1 2022 May 16, 2022	BUY	$30.88 - $35.96 $310,127 - $361,146	10,043 Added 17.61%	67,073 $2.28 Million
Q4 2021 Feb 11, 2022	BUY	$33.99 - $36.33 $80,930 - $86,501	2,381 Added 4.36%	57,030 $2.02 Million
Q3 2021 Nov 16, 2021	BUY	$33.35 - $35.56 $177,355 - $189,108	5,318 Added 10.78%	54,649 $1.88 Million
Q2 2021 Aug 16, 2021	BUY	$33.05 - $35.02 $1.03 Million - $1.09 Million	31,241 Added 172.7%	49,331 $1.71 Million
Q1 2021 May 18, 2021	BUY	$30.49 - $33.1 $551,564 - $598,779	18,090 New	18,090 $596,000

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

$185 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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