Lws Wealth Advisors, Inc. Ishares Currency Hedged Msci E Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 45,480 shares of HEFA stock, worth $1.68 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

45,480

Previous 45,097 0.85%

Holding current value

$1.68 Million

Previous $1.36 Million 5.6%

% of portfolio

0.56%

Previous 0.62%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$28.86 - $31.76 $11,053 - $12,164	383 Added 0.85%	45,480 $1.43 Million
Q3 2023 Nov 13, 2023	SELL	$29.54 - $30.96 $10,929 - $11,455	-370 Reduced 0.81%	45,097 $1.36 Million
Q2 2023 Jul 28, 2023	SELL	$29.32 - $31.08 $45,240 - $47,956	-1,543 Reduced 3.28%	45,467 $1.41 Million
Q1 2023 Apr 28, 2023	BUY	$27.47 - $29.65 $24,805 - $26,773	903 Added 1.96%	47,010 $1.39 Million
Q4 2022 Feb 14, 2023	BUY	$27.0 - $34.09 $169,182 - $213,607	6,266 Added 15.73%	46,107 $1.24 Million
Q3 2022 Nov 14, 2022	BUY	$29.89 - $33.24 $27,917 - $31,046	934 Added 2.4%	39,841 $1.19 Million
Q2 2022 Aug 05, 2022	SELL	$31.04 - $34.59 $30,574 - $34,071	-985 Reduced 2.47%	38,907 $1.24 Million
Q1 2022 May 10, 2022	BUY	$30.88 - $35.96 $26,865 - $31,285	870 Added 2.23%	39,892 $1.35 Million
Q4 2021 Feb 02, 2022	BUY	$33.99 - $36.33 $38,612 - $41,270	1,136 Added 3.0%	39,022 $1.38 Million
Q3 2021 Nov 09, 2021	SELL	$33.35 - $35.56 $43,388 - $46,263	-1,301 Reduced 3.32%	37,886 $1.3 Million
Q2 2021 Jul 23, 2021	BUY	$33.05 - $35.02 $3,404 - $3,607	103 Added 0.26%	39,187 $1.36 Million
Q1 2021 Apr 29, 2021	BUY	$30.49 - $33.1 $55,278 - $60,010	1,813 Added 4.86%	39,084 $1.29 Million
Q4 2020 Jan 20, 2021	BUY	$26.45 - $30.76 $32,454 - $37,742	1,227 Added 3.4%	37,271 $1.14 Million
Q3 2020 Nov 10, 2020	BUY	$26.72 - $28.26 $10,527 - $11,134	394 Added 1.11%	36,044 $992,000
Q2 2020 Aug 05, 2020	BUY	$23.2 - $28.74 $110,803 - $137,262	4,776 Added 15.47%	35,650 $983,000
Q1 2020 May 04, 2020	SELL	$21.23 - $31.4 $30,422 - $44,996	-1,433 Reduced 4.44%	30,874 $748,000
Q4 2019 Feb 06, 2020	BUY	$28.97 - $31.38 $935,933 - $1.01 Million	32,307 New	32,307 $986,000

Others Institutions Holding HEFA

# of Institutions

448

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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Lws Wealth Advisors, Inc. Ishares Currency Hedged Msci E Transaction History