Liberty Wealth Management LLC Ishares Currency Hedged Msci E Transaction History

Liberty Wealth Management LLC

$677 Million
Q3 2025

A detailed history of Liberty Wealth Management LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Liberty Wealth Management LLC holds 56,527 shares of HEFA stock, worth $2.33 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

56,527

Previous 57,062 0.94%

Holding current value

$2.33 Million

Previous $2.17 Million 3.37%

% of portfolio

0.33%

Previous 0.35%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$37.2 - $39.61 $19,902 - $21,191	-535 Reduced 0.94%	56,527 $2.24 Million
Q2 2025 Aug 01, 2025	BUY	$32.11 - $38.21 $1.83 Million - $2.18 Million	57,062 New	57,062 $2.17 Million
Q1 2025 May 08, 2025	BUY	$34.83 - $37.52 $8.31 Million - $8.96 Million	238,722 New	238,722 $8.66 Million
Q3 2024 Nov 01, 2024	SELL	$32.34 - $35.85 $3.76 Million - $4.17 Million	-116,361 Reduced 55.58%	92,980 $3.29 Million
Q2 2024 Aug 06, 2024	BUY	$33.83 - $35.94 $5.59 Million - $5.94 Million	165,151 Added 373.73%	209,341 $3.53 Million

Q1 2024 May 02, 2024	BUY	$31.29 - $34.9 $1.38 Million - $1.54 Million	44,190 New	44,190 $1.54 Million
Q2 2021 Aug 13, 2021	SELL	$33.05 - $35.02 $5,783 - $6,128	-175 Closed	0 $0
Q3 2019 Oct 30, 2019	SELL	$27.78 - $30.19 $4,750 - $5,162	-171 Reduced 49.42%	175 $5,000
Q2 2019 Jul 30, 2019	BUY	$28.47 - $29.96 $4,868 - $5,123	171 Added 97.71%	346 $10,000
Q4 2018 Mar 26, 2019	BUY	$25.29 - $30.05 $4,425 - $5,258	175 New	175 $4,000

Others Institutions Holding HEFA

# of Institutions

474

Shares Held

147M

Call Options Held

Put Options Held

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About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
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Liberty Wealth Management LLC Ishares Currency Hedged Msci E Transaction History