Modern Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Modern Wealth Management, LLC holds 321,482 shares of HEFA stock, worth $13.2 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
321,482
Previous 314,760 2.14%
Holding current value
$13.2 Million
Previous $11.9 Million 106477.73%
% of portfolio
0.25%
Previous 0.02%

Shares

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

Nov 12, 2025
BUY
$37.2 - $39.61 $250,058 - $266,258
6,722 Added 2.14%
321,482 $12.7 Billion
Q2 2025

Nov 12, 2025
SELL
$32.11 - $38.21 $213,627 - $254,211
-6,653 Reduced 2.07%
314,760 $11.9 Million
Q2 2025

Aug 14, 2025
BUY
$32.11 - $38.21 $9,889 - $11,768
308 Added 0.1%
321,413 $12.2 Million
Q1 2025

May 30, 2025
BUY
$34.83 - $37.52 $31,138 - $33,542
894 Added 0.28%
321,105 $11.7 Million
Q1 2025

May 15, 2025
SELL
$34.83 - $37.52 $321,689 - $346,534
-9,236 Reduced 2.8%
320,211 $11.6 Billion
Q4 2024

May 30, 2025
BUY
$34.42 - $35.88 $1.31 Million - $1.36 Million
37,991 Added 11.86%
358,202 $12.4 Million
Q4 2024

May 29, 2025
BUY
$34.42 - $35.88 $1.31 Million - $1.36 Million
37,991 Added 11.86%
358,202 $12.4 Million
Q4 2024

Feb 11, 2025
BUY
$34.42 - $35.88 $11.3 Million - $11.8 Million
329,447 New
329,447 $12.1 Billion
Q2 2024

May 29, 2025
SELL
$33.83 - $35.94 $10.6 Million - $11.2 Million
-312,669 Reduced 97.64%
7,542 $268 Million
Q2 2024

Aug 07, 2024
BUY
$33.83 - $35.94 $47,192 - $50,136
1,395 Added 22.69%
7,542 $268 Million
Q1 2024

May 13, 2024
BUY
$31.29 - $34.9 $192,339 - $214,530
6,147 New
6,147 $218 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
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