A detailed history of Wealth Preservation Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 39,214 shares of HEFA stock, worth $1.61 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
39,214
Previous 39,053 0.41%
Holding current value
$1.61 Million
Previous $1.48 Billion 4.78%
% of portfolio
0.9%
Previous 0.91%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$37.2 - $39.61 $5,989 - $6,377
161 Added 0.41%
39,214 $1.55 Billion
Q2 2025

Aug 14, 2025

SELL
$32.11 - $38.21 $6,614 - $7,871
-206 Reduced 0.52%
39,053 $1.48 Billion
Q1 2025

May 14, 2025

BUY
$34.83 - $37.52 $1.37 Million - $1.47 Million
39,259 New
39,259 $1.42 Billion

Others Institutions Holding HEFA

About ISHARES CURRENCY HEDGED MSCI E


  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
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