Stone Point Wealth LLC Ishares Currency Hedged Msci E Transaction History

Stone Point Wealth LLC

$294 Million
Q4 2024

A detailed history of Stone Point Wealth LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Stone Point Wealth LLC holds 60,844 shares of HEFA stock, worth $2.24 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

60,844

Previous 58,585 3.86%

Holding current value

$2.24 Million

Previous $2.08 Million 1.88%

% of portfolio

0.72%

Previous 0.68%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$34.42 - $35.88 $77,754 - $81,052	2,259 Added 3.86%	60,844 $2.11 Million
Q3 2024 Oct 31, 2024	BUY	$32.34 - $35.85 $149,313 - $165,519	4,617 Added 8.56%	58,585 $2.08 Million
Q2 2024 Jul 30, 2024	BUY	$33.83 - $35.94 $72,497 - $77,019	2,143 Added 4.14%	53,968 $1.92 Million
Q1 2024 May 01, 2024	BUY	$31.29 - $34.9 $260,457 - $290,507	8,324 Added 19.14%	51,825 $1.81 Million
Q4 2023 Jan 26, 2024	BUY	$28.86 - $31.76 $181,327 - $199,548	6,283 Added 16.88%	43,501 $1.37 Million
Q3 2023 Oct 25, 2023	BUY	$29.54 - $30.96 $133,520 - $139,939	4,520 Added 13.82%	37,218 $1.12 Million
Q2 2023 Jul 25, 2023	BUY	$29.32 - $31.08 $157,360 - $166,806	5,367 Added 19.64%	32,698 $1.01 Million
Q1 2023 Apr 20, 2023	BUY	$27.47 - $29.65 $750,782 - $810,364	27,331 New	27,331 $805,000

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
Sector ETFs
Industry ETFs

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Stone Point Wealth LLC Ishares Currency Hedged Msci E Transaction History