One Wealth Management Investment & Advisory Services, LLC Ishares Currency Hedged Msci E Transaction History

One Wealth Management Investment & Advisory Services, LLC

$57 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	SELL	$33.83 - $35.94 $146,179 - $155,296	-4,321 Reduced 11.29%	33,951 $1.21 Billion
Q1 2024 May 14, 2024	BUY	$31.29 - $34.9 $1.2 Million - $1.34 Million	38,272 New	38,272 $1.33 Billion

Others Institutions Holding HEFA

# of Institutions

410

Shares Held

138M

Call Options Held

Put Options Held

Goldman Sachs Group Inc New York, NY

47M
Shares

$1.65 Billion
0.28% of portfolio
Envestnet Asset Management Inc

7.31M
Shares

$257 Million
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

5.33M
Shares

$188 Million
0.02% of portfolio
Partners Capital Investment Group, LLP Boston, MA

4.91M
Shares

$173 Million
2.96% of portfolio
Coldstream Capital Management Inc

4.81M
Shares

$169 Million
3.72% of portfolio

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