Gitterman Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
Gitterman Wealth Management, LLC
- $374 Million
- Q3 2025
A detailed history of Gitterman Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Gitterman Wealth Management, LLC holds 442,646 shares of HEFA stock, worth $18.2 Million. This represents 4.69% of its overall portfolio holdings.
Number of Shares
442,646
Previous 441,172
0.33%
Holding current value
$18.2 Million
Previous $16.7 Million
4.7%
% of portfolio
4.69%
Previous 4.54%
Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
470Shares Held
148MCall 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