Personal Wealth Partners Ishares Currency Hedged Msci E Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 20, 2021	SELL	$33.35 - $35.56 $3,535 - $3,769	-106 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$33.05 - $35.02 $3,503 - $3,712	106 New	106 $4,000

Others Institutions Holding HEFA

# of Institutions

419

Shares Held

179M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

47.6M
Shares

$1.69 Billion
0.3% of portfolio
Envestnet Asset Management Inc

27.5M
Shares

$976 Million
0.36% of portfolio
Jpmorgan Chase & CO New York, NY

7.94M
Shares

$281 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

6.01M
Shares

$213 Million
0.11% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

5.23M
Shares

$185 Million
1.52% of portfolio

About ISHARES CURRENCY HEDGED MSCI E

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