M Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
M Wealth Management, LLC
- $114 Billion
- Q3 2025
A detailed history of M Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, M Wealth Management, LLC holds 16,113 shares of HEFA stock, worth $663,049. This represents 0.56% of its overall portfolio holdings.
Number of Shares
16,113
Previous 15,842
1.71%
Holding current value
$663,049
Previous $601 Million
6.13%
% of portfolio
0.56%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
474Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY49.3MShares$2.03 Billion0.25% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.75MShares$236 Million0.05% of portfolio
-
Coldstream Capital Management Inc5.51MShares$227 Million3.04% of portfolio
-
Envestnet Asset Management Inc5.23MShares$215 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY5.07MShares$208 Million0.01% of portfolio