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

446

Shares Held

147M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

50.5M
Shares

$1.89 Billion
0.29% of portfolio
Envestnet Asset Management Inc

7.36M
Shares

$276 Million
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

5.6M
Shares

$210 Million
0.02% of portfolio
Coldstream Capital Management Inc

5.15M
Shares

$193 Million
3.86% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

4.46M
Shares

$167 Million
2.67% of portfolio

About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
Sector ETFs
Industry ETFs

More about HEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Personal Wealth Partners with notifications on news.