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

Certus Wealth Management, LLC

$155 Million
Q3 2025

A detailed history of Certus Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Certus Wealth Management, LLC holds 12,276 shares of HEFA stock, worth $505,157. This represents 0.31% of its overall portfolio holdings.

Number of Shares

12,276

Previous 9,882 24.23%

Holding current value

$505,157

Previous $375,000 29.6%

% of portfolio

0.31%

Previous 0.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$37.2 - $39.61 $89,056 - $94,826	2,394 Added 24.23%	12,276 $486,000
Q2 2025 Jul 24, 2025	SELL	$32.11 - $38.21 $993,033 - $1.18 Million	-30,926 Reduced 75.78%	9,882 $375,000
Q1 2025 May 13, 2025	BUY	$34.83 - $37.52 $1.13 Million - $1.22 Million	32,466 Added 389.19%	40,808 $1.48 Million
Q4 2024 Feb 11, 2025	BUY	$34.42 - $35.88 $87,908 - $91,637	2,554 Added 44.13%	8,342 $289,000
Q3 2024 Nov 12, 2024	SELL	$32.34 - $35.85 $896,432 - $993,726	-27,719 Reduced 82.73%	5,788 $205,000

Q2 2024 Aug 02, 2024	BUY	$33.83 - $35.94 $1.13 Million - $1.2 Million	33,507 New	33,507 $1.19 Million

Others Institutions Holding HEFA

# of Institutions

474

Shares Held

147M

Call Options Held

Put Options Held

View Full List

About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
Sector ETFs
Industry ETFs

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