Wealth Plan Investment Management, LLC Ishares Currency Hedged Msci E Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 28, 2025	BUY	$32.11 - $38.21 $806,571 - $959,796	25,119 New	25,119 $953,000

Others Institutions Holding HEFA

# of Institutions

471

Shares Held

148M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

49.3M
Shares

$2.03 Billion
0.25% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.75M
Shares

$236 Million
0.05% of portfolio
Coldstream Capital Management Inc

5.51M
Shares

$227 Million
3.04% of portfolio
Envestnet Asset Management Inc

5.23M
Shares

$215 Million
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

5.07M
Shares

$208 Million
0.01% of portfolio

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 Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.