Kathleen S. Wright Associates Inc. Ishares Currency Hedged Msci E Transaction History

Kathleen S. Wright Associates Inc.

  • $256 Million
  • Q3 2025

A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 26,879 shares of HEFA stock, worth $1.11 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
26,879
Previous 26,850 0.11%
Holding current value
$1.11 Million
Previous $1.02 Million 4.42%
% of portfolio
0.42%
Previous 0.42%

Shares

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

Oct 10, 2025
BUY
$37.2 - $39.61 $1,078 - $1,148
29 Added 0.11%
26,879 $1.06 Million
Q4 2024

Jan 24, 2025
SELL
$34.42 - $35.88 $21,581 - $22,496
-627 Reduced 2.28%
26,850 $933,000
Q3 2024

Oct 11, 2024
BUY
$32.34 - $35.85 $12,224 - $13,551
378 Added 1.39%
27,477 $973,000
Q1 2024

Apr 17, 2024
BUY
$31.29 - $34.9 $4,224 - $4,711
135 Added 0.5%
27,099 $945,000
Q3 2023

Oct 20, 2023
BUY
$29.54 - $30.96 $183,738 - $192,571
6,220 Added 29.98%
26,964 $811,000
Q2 2023

Jul 20, 2023
SELL
$29.32 - $31.08 $7,242 - $7,676
-247 Reduced 1.18%
20,744 $643,000
Q1 2023

Apr 21, 2023
BUY
$27.47 - $29.65 $219 - $237
8 Added 0.04%
20,991 $618,000
Q4 2022

Feb 01, 2023
BUY
$27.0 - $34.09 $150,768 - $190,358
5,584 Added 36.26%
20,983 $566,000
Q3 2022

Oct 18, 2022
BUY
$29.89 - $33.24 $1,135 - $1,263
38 Added 0.25%
15,399 $460,000
Q4 2021

Feb 02, 2022
BUY
$33.99 - $36.33 $522,120 - $558,065
15,361 New
15,361 $543,000

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
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