Corient Private Wealth LLC
Position in HEFA — iShares Currency Hedged MSCI EAFE ETF
CIK 1948780
MIAMI, FL
All Filings in HEFA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 HEFA | $695,221 | 14,814 | Shares | Sole | 2026-08-27 | |
| 2024-09-30 HEFA | $342,157 | 9,660 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 HEFA | $791,672 | 22,263 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 HEFA | $782,184 | 22,425 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 HEFA | $687,926 | 21,832 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 HEFA | $691,306 | 22,967 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 HEFA | $600,625 | 19,375 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 HEFA | $886,663 | 30,087 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 HEFA | $502,092 | 18,596 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||