W Advisors, LLC Ishares Currency Hedged Msci E Transaction History

W Advisors, LLC

$161 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	SELL	$33.83 - $35.94 $10,419 - $11,069	-308 Reduced 3.12%	9,563 $340,000
Q1 2024 Apr 25, 2024	BUY	$31.29 - $34.9 $308,863 - $344,497	9,871 New	9,871 $344,000

Others Institutions Holding HEFA

# of Institutions

410

Shares Held

137M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

47M
Shares

$1.64 Billion
0.28% of portfolio
Envestnet Asset Management Inc

7.31M
Shares

$255 Million
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

5.33M
Shares

$186 Million
0.02% of portfolio
Partners Capital Investment Group, LLP Boston, MA

4.91M
Shares

$171 Million
2.96% of portfolio
Coldstream Capital Management Inc

4.81M
Shares

$168 Million
3.72% 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 W Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on W Advisors, LLC with notifications on news.