Barclays
HEFA icon

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

Barclays’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
2021
Q3 		– Sell
-109,318
Closed -$3.79M – 4854
2021
Q2 		$3.79M Sell
109,318
-29,479
-21% -$1M ﹤0.01% 1758
2021
Q1 		$4.58M Buy
+138,797
New +$4.42M ﹤0.01% 1590
2017
Q1 		– Sell
-86
Closed -$2K – 6837
2016
Q4 		$2K Buy
+86
New +$2.18K ﹤0.01% 6348

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays's HEFA Position: Q3 2021 in Review

Barclays sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2021, closing a stake of 109,318 shares — an estimated $3.79M sold.

Barclays first reported a position in HEFA in Q4 2016 and held it in 3 quarters. The position peaked at $4.58M in Q1 2021. 179 funds tracked by Wall St. Rank hold HEFA as of Q3 2021.

  • Barclays reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2021 after selling out during the quarter.
  • Barclays sold 109,318 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2021, an estimated $3.79M.
  • Barclays first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2016 and held it in 3 quarters.
  • Barclays's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.58M in Q1 2021.
  • 179 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2021.

Based on Barclays's 13F filing for Q3 2021, filed 9 Nov 2021.