Icon Wealth Advisors, LLC Ishares Currency Hedged Msci E Transaction History

Icon Wealth Advisors, LLC

  • $1.37 Billion
  • Q3 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 16,274 shares of HEFA stock, worth $669,675. This represents 0.05% of its overall portfolio holdings.

Number of Shares
16,274
Previous 64,990 74.96%
Holding current value
$669,675
Previous $2.47 Million 73.9%
% of portfolio
0.05%
Previous 0.19%

Shares

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

Nov 14, 2025
SELL
$37.2 - $39.61 $1.81 Million - $1.93 Million
-48,716 Reduced 74.96%
16,274 $644,000
Q2 2025

Aug 14, 2025
SELL
$32.11 - $38.21 $3.55 Million - $4.22 Million
-110,556 Reduced 62.98%
64,990 $2.47 Million
Q1 2025

May 15, 2025
BUY
$34.83 - $37.52 $4.87 Million - $5.24 Million
139,686 Added 389.53%
175,546 $6.37 Million
Q4 2024

Feb 14, 2025
BUY
$34.42 - $35.88 $16,900 - $17,617
491 Added 1.39%
35,860 $1.25 Million
Q3 2024

Nov 14, 2024
BUY
$32.34 - $35.85 $996,492 - $1.1 Million
30,813 Added 676.32%
35,369 $1.25 Million
Q3 2024

Nov 12, 2024
SELL
$32.34 - $35.85 $5.27 Million - $5.84 Million
-162,921 Reduced 97.28%
4,556 $161,000
Q2 2024

Aug 14, 2024
SELL
$33.83 - $35.94 $1.38 Million - $1.47 Million
-40,935 Reduced 19.64%
167,477 $5.96 Million
Q1 2024

May 15, 2024
BUY
$31.29 - $34.9 $6.52 Million - $7.27 Million
208,412 New
208,412 $7.27 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 Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, 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 Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email