1832 Asset Management
HEFA icon

1832 Asset Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

1832 Asset Management’s Portfolio HEFA Stock Details HEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-39,224
Closed -$1.1M – 705
2017
Q3 		$1.1M Buy
39,224
+21,540
+122% +$609K ﹤0.01% 417
2017
Q2 		$503K Buy
+17,684
New +$500K ﹤0.01% 473

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

1832 Asset Management's HEFA Position: Q4 2017 in Review

1832 Asset Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2017, closing a stake of 39,224 shares — an estimated $1.1M sold.

1832 Asset Management first reported a position in HEFA in Q2 2017 and held it in 2 quarters. The position peaked at $1.1M in Q3 2017. 221 funds tracked by Wall St. Rank hold HEFA as of Q4 2017.

  • 1832 Asset Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2017 after selling out during the quarter.
  • 1832 Asset Management sold 39,224 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2017, an estimated $1.1M.
  • 1832 Asset Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2017 and held it in 2 quarters.
  • 1832 Asset Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.1M in Q3 2017.
  • 221 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2017.

Based on 1832 Asset Management's 13F filing for Q4 2017, filed 14 Feb 2018.