One Ascent Wealth Management LLC Ishares Currency Hedged Msci E Transaction History

One Ascent Wealth Management LLC

  • $271 Million
  • Q2 2025

A detailed history of One Ascent Wealth Management LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 20,013 shares of HEFA stock, worth $769,299. This represents 0.28% of its overall portfolio holdings.

Number of Shares
20,013
Previous 26,261 23.79%
Holding current value
$769,299
Previous $953,000 20.25%
% of portfolio
0.28%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$32.11 - $38.21 $200,623 - $238,736
-6,248 Reduced 23.79%
20,013 $760,000
Q1 2025

May 05, 2025
BUY
$34.83 - $37.52 $439,136 - $473,052
12,608 Added 92.35%
26,261 $953,000
Q4 2024

Feb 12, 2025
BUY
$34.42 - $35.88 $109,421 - $114,062
3,179 Added 30.35%
13,653 $474,000
Q3 2024

Nov 07, 2024
BUY
$32.34 - $35.85 $338,729 - $375,492
10,474 New
10,474 $371,000

Others Institutions Holding HEFA

# of Institutions
517
Shares Held
169M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CURRENCY HEDGED MSCI E

HEFA Quotes by TradingView
  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
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