Affiance Financial’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Affiance Financial’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
2020 Q1	–	Sell	-327	Closed	-$10K	–	140
2019 Q4	$10K	Buy	+327	New	+$9.98K	0.01%	134
2016 Q1	–	Sell	-8,126	Closed	-$206K	–	94
2015 Q4	$206K	Buy	+8,126	New	+$211K	0.21%	85

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Affiance Financial's HEFA Position: Q1 2020 in Review

Affiance Financial sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2020, closing a stake of 327 shares — an estimated $10K sold.

Affiance Financial first reported a position in HEFA in Q4 2015 and held it in 2 quarters. The position peaked at $206K in Q4 2015. 177 funds tracked by Wall St. Rank hold HEFA as of Q1 2020.

Affiance Financial reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
Affiance Financial sold 327 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2020, an estimated $10K.
Affiance Financial first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2015 and held it in 2 quarters.
Affiance Financial's iShares Currency Hedged MSCI EAFE ETF position peaked at $206K in Q4 2015.
177 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2020.

Based on Affiance Financial's 13F filing for Q1 2020, filed 14 Apr 2020.