Robertson Stephens Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History

Robertson Stephens Wealth Management, LLC

$2.75 Billion
Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 11,404 shares of HEFA stock, worth $415,447. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,404

Previous 5,725 99.2%

Holding current value

$415,447

Previous $202,000 96.04%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$34.42 - $35.88 $195,471 - $203,762	5,679 Added 99.2%	11,404 $396,000
Q3 2024 Nov 12, 2024	SELL	$32.34 - $35.85 $454,603 - $503,943	-14,057 Reduced 71.06%	5,725 $202,000
Q2 2024 Aug 13, 2024	BUY	$33.83 - $35.94 $163,974 - $174,201	4,847 Added 32.45%	19,782 $703,000
Q1 2024 May 15, 2024	BUY	$31.29 - $34.9 $467,316 - $521,231	14,935 New	14,935 $520,000
Q3 2019 Nov 14, 2019	SELL	$27.78 - $30.19 $391,170 - $425,105	-14,081 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$25.55 - $29.02 $22,535 - $25,595	-882 Reduced 5.89%	14,081 $407,000
Q4 2018 Feb 12, 2019	BUY	$25.29 - $30.05 $378,414 - $449,638	14,963 New	14,963 $386,000

Others Institutions Holding HEFA

# of Institutions

435

Shares Held

142M

Call Options Held

Put Options Held

View Full List

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 Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Account

Robertson Stephens Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History