BDO Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

BDO Wealth Advisors’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
2020 Q3	–	Sell	-859	Closed	-$24K	–	903
2020 Q2	$24K	Hold	859	–	–	﹤0.01%	406
2020 Q1	$21K	Hold	859	–	–	﹤0.01%	445
2019 Q4	$26K	Hold	859	–	–	0.01%	366
2019 Q3	$26K	Hold	859	–	–	0.01%	376
2019 Q2	$26K	Hold	859	–	–	0.01%	368
2019 Q1	$25K	Sell	859 -611	-42%	-$17K	0.01%	348
2018 Q4	$38K	Sell	1,470 -166	-10%	-$4.62K	0.01%	283
2018 Q3	$49K	Hold	1,636	–	–	0.02%	298
2018 Q2	$48K	Buy	1,636 +777	+90%	+$23.2K	0.02%	305
2018 Q1	$25K	Hold	859	–	–	0.01%	308
2017 Q4	$25K	Hold	859	–	–	0.01%	261
2017 Q3	$25K	Buy	+859	New	+$24.3K	0.01%	246

Other funds holding HEFA

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

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

JMPWA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BDO Wealth Advisors's HEFA Position: Q3 2020 in Review

BDO Wealth Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2020, closing a stake of 859 shares — an estimated $24K sold.

BDO Wealth Advisors first reported a position in HEFA in Q3 2017 and held it in 12 quarters. The position peaked at $49K in Q3 2018. 160 funds tracked by Wall St. Rank hold HEFA as of Q3 2020.

BDO Wealth Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2020 after selling out during the quarter.
BDO Wealth Advisors sold 859 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2020, an estimated $24K.
BDO Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2017 and held it in 12 quarters.
BDO Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $49K in Q3 2018.
160 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2020.

Based on BDO Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.