Quotient Wealth Partners, LLC Ishares Currency Hedged Msci E Transaction History

Quotient Wealth Partners, LLC

$3.06 Trillion
Q4 2024

A detailed history of Quotient Wealth Partners, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 4,417,002 shares of HEFA stock, worth $162 Million. This represents 5.02% of its overall portfolio holdings.

Number of Shares

4,417,002

Previous 4,218,396 4.71%

Holding current value

$162 Million

Previous $149 Billion 2.73%

% of portfolio

5.02%

Previous 4.91%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$34.42 - $35.88 $6.84 Million - $7.13 Million	198,606 Added 4.71%	4,417,002 $153 Billion
Q3 2024 Oct 09, 2024	BUY	$32.34 - $35.85 $4.4 Million - $4.87 Million	135,968 Added 3.33%	4,218,396 $149 Billion
Q2 2024 Jul 24, 2024	SELL	$33.83 - $35.94 $3.27 Million - $3.47 Million	-96,648 Reduced 2.31%	4,082,428 $145 Billion
Q1 2024 May 14, 2024	BUY	$31.29 - $34.9 $15.2 Million - $17 Million	486,081 Added 13.16%	4,179,076 $146 Billion
Q4 2023 Feb 07, 2024	BUY	$28.86 - $31.76 $107 Million - $117 Million	3,692,995 New	3,692,995 $116 Billion

Others Institutions Holding HEFA

# of Institutions

448

Shares Held

147M

Call Options Held

Put Options Held

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About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
Sector ETFs
Industry ETFs

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Quotient Wealth Partners, LLC Ishares Currency Hedged Msci E Transaction History