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

BBR Partners’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
Q2 		– Sell
-9,742
Closed -$321K – 207
2021
Q1 		$321K Buy
+9,742
New +$311K 0.03% 162

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 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 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

BBR Partners's HEFA Position: Q2 2021 in Review

BBR Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2021, closing a stake of 9,742 shares — an estimated $321K sold.

BBR Partners first reported a position in HEFA in Q1 2021 and held it in 1 quarter. The position peaked at $321K in Q1 2021. 176 funds tracked by Wall St. Rank hold HEFA as of Q2 2021.

  • BBR Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2021 after selling out during the quarter.
  • BBR Partners sold 9,742 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2021, an estimated $321K.
  • BBR Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2021 and held it in 1 quarter.
  • BBR Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $321K in Q1 2021.
  • 176 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2021.

Based on BBR Partners's 13F filing for Q2 2021, filed 13 Aug 2021.