San Luis Wealth Advisors LLC Ishares Currency Hedged Msci E Transaction History

San Luis Wealth Advisors LLC

$446 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	BUY	$31.04 - $34.59 $522,868 - $582,668	16,845 New	16,845 $536,000

Others Institutions Holding HEFA

# of Institutions

474

Shares Held

147M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

49.3M
Shares

$2.03 Billion
0.25% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.75M
Shares

$236 Million
0.05% of portfolio
Coldstream Capital Management Inc

5.51M
Shares

$227 Million
3.04% of portfolio
Envestnet Asset Management Inc

5.23M
Shares

$215 Million
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

5.07M
Shares

$208 Million
0.01% of portfolio

About ISHARES CURRENCY HEDGED MSCI E

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