Wt Wealth Management Ishares Currency Hedged Msci E Transaction History

Wt Wealth Management

$391 Million
Q3 2024

A detailed history of Wt Wealth Management transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Wt Wealth Management holds 121,703 shares of HEFA stock, worth $4.19 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

121,703

Previous 119,440 1.89%

Holding current value

$4.19 Million

Previous $4.25 Million 1.48%

% of portfolio

1.1%

Previous 1.54%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$32.34 - $35.85 $73,185 - $81,128	2,263 Added 1.89%	121,703 $4.31 Million
Q2 2024 Oct 21, 2024	SELL	$33.83 - $35.94 $533,837 - $567,133	-15,780 Reduced 11.67%	119,440 $4.25 Million
Q1 2024 Oct 21, 2024	BUY	$31.29 - $34.9 $163,177 - $182,003	5,215 Added 4.01%	135,220 $4.72 Million
Q4 2023 Feb 08, 2024	SELL	$28.86 - $31.76 $251,168 - $276,407	-8,703 Reduced 6.27%	130,005 $4.1 Million
Q3 2023 Dec 04, 2023	BUY	$29.54 - $30.96 $54,530 - $57,152	1,846 Added 1.35%	138,708 $4.18 Million
Q2 2023 Jul 25, 2023	SELL	$29.32 - $31.08 $150,440 - $159,471	-5,131 Reduced 3.61%	136,862 $4.24 Million
Q1 2023 Apr 19, 2023	BUY	$27.47 - $29.65 $1.55 Million - $1.67 Million	56,398 Added 65.89%	141,993 $4.18 Million
Q4 2022 Jan 19, 2023	BUY	$27.0 - $34.09 $190,323 - $240,300	7,049 Added 8.97%	85,595 $0
Q3 2022 Oct 20, 2022	BUY	$29.89 - $33.24 $2.35 Million - $2.61 Million	78,546 New	78,546 $2.35 Million

Others Institutions Holding HEFA

# of Institutions

410

Shares Held

137M

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 Wt Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Wt Wealth Management with notifications on news.

Account

Wt Wealth Management Ishares Currency Hedged Msci E Transaction History