Acorn Financial Advisory Services Inc Ishares Currency Hedged Msci E Transaction History

Acorn Financial Advisory Services Inc

$508 Million
Q3 2024

A detailed history of Acorn Financial Advisory Services Inc transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 15,066 shares of HEFA stock, worth $560,455. This represents 0.1% of its overall portfolio holdings.

Number of Shares

15,066

Previous 15,383 2.06%

Holding current value

$560,455

Previous $547,000 2.56%

% of portfolio

0.1%

Previous 0.11%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$32.34 - $35.85 $10,251 - $11,364	-317 Reduced 2.06%	15,066 $533,000
Q2 2024 Aug 01, 2024	BUY	$33.83 - $35.94 $9,506 - $10,099	281 Added 1.86%	15,383 $547,000
Q1 2024 May 08, 2024	SELL	$31.29 - $34.9 $8,479 - $9,457	-271 Reduced 1.76%	15,102 $526,000
Q4 2023 Jan 17, 2024	BUY	$28.86 - $31.76 $2,366 - $2,604	82 Added 0.54%	15,373 $484,000
Q3 2023 Oct 10, 2023	BUY	$29.54 - $30.96 $4,637 - $4,860	157 Added 1.04%	15,291 $460,000
Q2 2023 Jul 20, 2023	BUY	$29.32 - $31.08 $17,298 - $18,337	590 Added 4.06%	15,134 $469,000
Q1 2023 Apr 26, 2023	BUY	$27.47 - $29.65 $37,166 - $40,116	1,353 Added 10.26%	14,544 $428,000
Q4 2022 Jan 20, 2023	BUY	$27.0 - $34.09 $38,097 - $48,100	1,411 Added 11.98%	13,191 $0
Q3 2022 Oct 12, 2022	BUY	$29.89 - $33.24 $25,316 - $28,154	847 Added 7.75%	11,780 $352,000
Q2 2022 Jul 12, 2022	BUY	$31.04 - $34.59 $339,360 - $378,172	10,933 New	10,933 $348,000

Others Institutions Holding HEFA

# of Institutions

444

Shares Held

148M

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 Acorn Financial Advisory Services Inc , based on Form 13F filings with the SEC.

News

Stay updated on Acorn Financial Advisory Services Inc with notifications on news.

Account

Acorn Financial Advisory Services Inc Ishares Currency Hedged Msci E Transaction History