AWM
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Alterna Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Alterna Wealth 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
2019
Q2 		– Sell
-38,100
Closed -$1.1M – 100
2019
Q1 		$1.1M Buy
38,100
+134
+0.4% +$3.73K 0.93% 40
2018
Q4 		$980K Buy
+37,966
New +$1.06M 0.16% 99

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Alterna Wealth Management's HEFA Position: Q2 2019 in Review

Alterna Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2019, closing a stake of 38,100 shares — an estimated $1.1M sold.

Alterna Wealth Management first reported a position in HEFA in Q4 2018 and held it in 2 quarters. The position peaked at $1.1M in Q1 2019. 201 funds tracked by Wall St. Rank hold HEFA as of Q2 2019.

  • Alterna Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 38,100 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2019, an estimated $1.1M.
  • Alterna Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2018 and held it in 2 quarters.
  • Alterna Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.1M in Q1 2019.
  • 201 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2019.

Based on Alterna Wealth Management's 13F filing for Q2 2019, filed 14 Aug 2019.