Uma Financial Services, Inc. Ishares Currency Hedged Msci E Transaction History

Uma Financial Services, Inc.

$648 Million
Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Uma Financial Services, Inc. holds 213 shares of HEFA stock, worth $8,764. This represents 0.0% of its overall portfolio holdings.

Number of Shares

213

Previous 355 40.0%

Holding current value

$8,764

Previous $13,000 38.46%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$37.2 - $39.61 $5,282 - $5,624	-142 Reduced 40.0%	213 $8,000
Q2 2025 Jul 11, 2025	SELL	$32.11 - $38.21 $2.72 Million - $3.24 Million	-84,797 Reduced 99.58%	355 $13,000
Q1 2025 Apr 28, 2025	BUY	$34.83 - $37.52 $2.95 Million - $3.18 Million	84,779 Added 22728.95%	85,152 $3.09 Million
Q4 2024 Feb 12, 2025	BUY	$34.42 - $35.88 $12,838 - $13,383	373 New	373 $12,000
Q2 2024 Jul 17, 2024	SELL	$33.83 - $35.94 $1.46 Million - $1.56 Million	-43,283 Reduced 35.46%	78,765 $2.8 Million

Q1 2024 Apr 17, 2024	BUY	$31.29 - $34.9 $3.82 Million - $4.26 Million	122,048 New	122,048 $4.26 Million

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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Uma Financial Services, Inc. Ishares Currency Hedged Msci E Transaction History