Archford Capital Strategies’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Archford Capital Strategies’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
2018 Q3	–	Sell	-157	Closed	-$5K	–	585
2018 Q2	$5K	Sell	157 -4,091	-96%	-$122K	﹤0.01%	469
2018 Q1	$127K	Buy	+4,248	New	+$125K	0.05%	150
2017 Q2	–	Sell	-142,374	Closed	-$3.92M	–	365
2017 Q1	$3.92M	Sell	142,374 -12,355	-8%	-$332K	1.48%	9
2016 Q4	$4.04M	Buy	154,729 +154,147	+26,486%	+$3.91M	1.7%	7
2016 Q3	$14K	Hold	582	–	–	0.01%	351
2016 Q2	$14K	Buy	+582	New	+$14K	0.01%	357
2016 Q1	–	Sell	-5,820	Closed	-$148K	–	348
2015 Q4	$148K	Hold	5,820	–	–	0.07%	186
2015 Q3	$143K	Buy	5,820 +1,645	+39%	+$43.4K	0.11%	131
2015 Q2	$114K	Sell	4,175 -7,780	-65%	-$221K	0.08%	146
2015 Q1	$333K	Buy	+11,955	New	+$320K	0.23%	101

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

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FHB

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

JMPWA

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

Archford Capital Strategies's HEFA Position: Q3 2018 in Review

Archford Capital Strategies sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2018, closing a stake of 157 shares — an estimated $5K sold.

Archford Capital Strategies first reported a position in HEFA in Q1 2015 and held it in 10 quarters. The position peaked at $4.04M in Q4 2016. 194 funds tracked by Wall St. Rank hold HEFA as of Q3 2018.

Archford Capital Strategies reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 157 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2018, an estimated $5K.
Archford Capital Strategies first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2015 and held it in 10 quarters.
Archford Capital Strategies's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.04M in Q4 2016.
194 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.