Verity Wealth Advisors Ishares Currency Hedged Msci E Transaction History

Verity Wealth Advisors

$138 Million
Q4 2024

A detailed history of Verity Wealth Advisors transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Verity Wealth Advisors holds 81,445 shares of HEFA stock, worth $2.8 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares

81,445

Previous 81,026 0.52%

Holding current value

$2.8 Million

Previous $2.87 Million 1.36%

% of portfolio

2.05%

Previous 2.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$34.42 - $35.88 $14,421 - $15,033	419 Added 0.52%	81,445 $2.83 Million
Q3 2024 Oct 02, 2024	BUY	$32.34 - $35.85 $7,567 - $8,388	234 Added 0.29%	81,026 $2.87 Million
Q2 2024 Aug 02, 2024	SELL	$33.83 - $35.94 $947 - $1,006	-28 Reduced 0.03%	80,792 $2.87 Million
Q1 2024 Apr 04, 2024	SELL	$31.29 - $34.9 $260,238 - $290,263	-8,317 Reduced 9.33%	80,820 $2.82 Million
Q3 2023 Oct 26, 2023	SELL	$29.54 - $30.96 $126,076 - $132,137	-4,268 Reduced 4.57%	89,137 $2.68 Million
Q2 2023 Jul 27, 2023	SELL	$29.32 - $31.08 $177,620 - $188,282	-6,058 Reduced 6.09%	93,405 $2.9 Million
Q1 2023 May 08, 2023	BUY	$27.47 - $29.65 $5,356 - $5,781	195 Added 0.2%	99,463 $2.93 Million
Q4 2022 Jan 11, 2023	BUY	$27.0 - $34.09 $222,399 - $280,799	8,237 Added 9.05%	99,268 $0
Q3 2022 Oct 27, 2022	BUY	$29.89 - $33.24 $28,574 - $31,777	956 Added 1.06%	91,031 $2.72 Million
Q2 2022 Jul 12, 2022	SELL	$31.04 - $34.59 $57,206 - $63,749	-1,843 Reduced 2.01%	90,075 $2.87 Million
Q1 2022 Apr 11, 2022	SELL	$30.88 - $35.96 $45,424 - $52,897	-1,471 Reduced 1.58%	91,918 $3.12 Million
Q4 2021 Jan 20, 2022	SELL	$33.99 - $36.33 $73,928 - $79,017	-2,175 Reduced 2.28%	93,389 $3.3 Million
Q3 2021 Oct 14, 2021	BUY	$33.35 - $35.56 $17,908 - $19,095	537 Added 0.57%	95,564 $3.29 Million
Q2 2021 Aug 03, 2021	SELL	$33.05 - $35.02 $66,066 - $70,004	-1,999 Reduced 2.06%	95,027 $3.29 Million
Q1 2021 May 10, 2021	SELL	$30.49 - $33.1 $417,895 - $453,668	-13,706 Reduced 12.38%	97,026 $3.2 Million
Q4 2020 Feb 09, 2021	SELL	$26.45 - $30.76 $118,390 - $137,681	-4,476 Reduced 3.89%	110,732 $3.37 Million
Q3 2020 Oct 05, 2020	SELL	$26.72 - $28.26 $251,061 - $265,530	-9,396 Reduced 7.54%	115,208 $3.17 Million
Q2 2020 Jul 21, 2020	SELL	$23.2 - $28.74 $27,167 - $33,654	-1,171 Reduced 0.93%	124,604 $3.44 Million
Q1 2020 Apr 13, 2020	SELL	$21.23 - $31.4 $858,435 - $1.27 Million	-40,435 Reduced 24.33%	125,775 $3.05 Million
Q4 2019 Jan 14, 2020	SELL	$28.97 - $31.38 $237,988 - $257,786	-8,215 Reduced 4.71%	166,210 $5.07 Million
Q3 2019 Oct 11, 2019	SELL	$27.78 - $30.19 $265,160 - $288,163	-9,545 Reduced 5.19%	174,425 $5.22 Million
Q2 2019 Aug 01, 2019	SELL	$28.47 - $29.96 $983,524 - $1.03 Million	-34,546 Reduced 15.81%	183,970 $5.49 Million
Q1 2019 Apr 03, 2019	BUY	$25.55 - $29.02 $25,933 - $29,455	1,015 Added 0.47%	218,516 $6.31 Million
Q4 2018 Jan 25, 2019	BUY	$25.29 - $30.05 $5.5 Million - $6.54 Million	217,501 New	217,501 $5.61 Million

Others Institutions Holding HEFA

# of Institutions

469

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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Verity Wealth Advisors Ishares Currency Hedged Msci E Transaction History