Stone Point Wealth LLC Ishares Currency Hedged Msci E Transaction History

Stone Point Wealth LLC

$294 Million
Q4 2024

A detailed history of Stone Point Wealth LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Stone Point Wealth LLC holds 60,844 shares of HEFA stock, worth $2.2 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

60,844

Previous 58,585 3.86%

Holding current value

$2.2 Million

Previous $2.08 Million 1.88%

% of portfolio

0.72%

Previous 0.68%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$34.42 - $35.88 $77,754 - $81,052	2,259 Added 3.86%	60,844 $2.11 Million
Q3 2024 Oct 31, 2024	BUY	$32.34 - $35.85 $149,313 - $165,519	4,617 Added 8.56%	58,585 $2.08 Million
Q2 2024 Jul 30, 2024	BUY	$33.83 - $35.94 $72,497 - $77,019	2,143 Added 4.14%	53,968 $1.92 Million
Q1 2024 May 01, 2024	BUY	$31.29 - $34.9 $260,457 - $290,507	8,324 Added 19.14%	51,825 $1.81 Million
Q4 2023 Jan 26, 2024	BUY	$28.86 - $31.76 $181,327 - $199,548	6,283 Added 16.88%	43,501 $1.37 Million
Q3 2023 Oct 25, 2023	BUY	$29.54 - $30.96 $133,520 - $139,939	4,520 Added 13.82%	37,218 $1.12 Million
Q2 2023 Jul 25, 2023	BUY	$29.32 - $31.08 $157,360 - $166,806	5,367 Added 19.64%	32,698 $1.01 Million
Q1 2023 Apr 20, 2023	BUY	$27.47 - $29.65 $750,782 - $810,364	27,331 New	27,331 $805,000

Others Institutions Holding HEFA

# of Institutions

425

Shares Held

139M

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 Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Account

Stone Point Wealth LLC Ishares Currency Hedged Msci E Transaction History