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 $3 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares

81,445

Previous 81,026 0.52%

Holding current value

$3 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

449

Shares Held

147M

Call Options Held

Put Options Held

View Full List

About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
Sector ETFs
Industry ETFs

More about HEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Verity Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Verity Wealth Advisors with notifications on news.

Account

Verity Wealth Advisors Ishares Currency Hedged Msci E Transaction History