Act Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History

Act Wealth Management, LLC

  • $284 Million
  • Q3 2025

A detailed history of Act Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Act Wealth Management, LLC holds 521,948 shares of HEFA stock, worth $21.5 Million. This represents 7.28% of its overall portfolio holdings.

Number of Shares
521,948
Previous 487,427 7.08%
Holding current value
$21.5 Million
Previous $18.5 Million 11.74%
% of portfolio
7.28%
Previous 7.84%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
BUY
$37.2 - $39.61 $1.28 Million - $1.37 Million
34,521 Added 7.08%
521,948 $20.7 Million
Q2 2025

Jul 08, 2025
SELL
$32.11 - $38.21 $169,508 - $201,710
-5,279 Reduced 1.07%
487,427 $18.5 Million
Q1 2025

Apr 10, 2025
BUY
$34.83 - $37.52 $448,923 - $483,595
12,889 Added 2.69%
492,706 $18 Million
Q4 2024

Jan 16, 2025
BUY
$34.42 - $35.88 $16.5 Million - $17.2 Million
479,817 New
479,817 $16.7 Million

Others Institutions Holding HEFA

# of Institutions
474
Shares Held
147M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CURRENCY HEDGED MSCI E

HEFA Quotes by TradingView
  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
Track This Portfolio

Track Act Wealth Management, LLC Portfolio

Follow Act Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Act Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Act Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email