Barrington Strategic Wealth Management Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Barrington Strategic Wealth Management Group’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 Q3	$6.31M	Buy	218,057 +3,640	+2%	+$103K	3.18%	6
2017 Q2	$6.09M	Buy	214,417 +91,415	+74%	+$2.58M	3.1%	6
2017 Q1	$3.38M	Buy	123,002 +4,840	+4%	+$130K	1.76%	12
2016 Q4	$3.09M	Buy	118,162 +5,220	+5%	+$132K	1.66%	13
2016 Q3	$2.8M	Buy	112,942 +3,005	+3%	+$73.2K	1.58%	14
2016 Q2	$2.64M	Buy	109,937 +4,350	+4%	+$104K	1.51%	14
2016 Q1	$2.52M	Buy	105,587 +10,585	+11%	+$250K	1.46%	14
2015 Q4	$2.41M	Buy	95,002 +17,497	+23%	+$455K	1.41%	18
2015 Q3	$1.91M	Buy	77,505 +13,355	+21%	+$353K	1.22%	25
2015 Q2	$1.75M	Buy	+64,150	New	+$1.82M	1.05%	28

Other funds holding HEFA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Barrington Strategic Wealth Management Group's HEFA Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 1.7% in Q3 2017, buying an estimated $103K and bringing the position to 218,057 shares worth $6.31M. The position accounts for 3.18% of the portfolio, ranked #6.

Barrington Strategic Wealth Management Group first reported a position in HEFA in Q2 2015 and has held it in 10 quarters since. 195 funds tracked by Wall St. Rank hold HEFA as of Q3 2017.

Barrington Strategic Wealth Management Group held 218,057 shares of iShares Currency Hedged MSCI EAFE ETF worth $6.31M as of Q3 2017.
Barrington Strategic Wealth Management Group bought 3,640 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2017, an estimated $103K.
iShares Currency Hedged MSCI EAFE ETF made up 3.18% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #6 holding.
Barrington Strategic Wealth Management Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2015 and has held it in 10 quarters since.
195 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.