BerganKDV Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

BerganKDV Wealth Management’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	-1,177	Closed	-$32K	–	945
2020 Q2	$32K	Hold	1,177	–	–	0.01%	403
2020 Q1	$28K	Hold	1,177	–	–	0.01%	386
2019 Q4	$36K	Hold	1,177	–	–	0.01%	377
2019 Q3	$35K	Hold	1,177	–	–	0.01%	365
2019 Q2	$35K	Hold	1,177	–	–	0.01%	359
2019 Q1	$34K	Hold	1,177	–	–	0.01%	376
2018 Q4	$30K	Hold	1,177	–	–	0.01%	350
2018 Q3	$35K	Buy	1,177 +23	+2%	+$679	0.01%	358
2018 Q2	$34K	Buy	+1,154	New	+$34.4K	0.01%	363

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

BerganKDV Wealth Management's HEFA Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2020, closing a stake of 1,177 shares — an estimated $32K sold.

BerganKDV Wealth Management first reported a position in HEFA in Q2 2018 and held it in 9 quarters. The position peaked at $36K in Q4 2019. 160 funds tracked by Wall St. Rank hold HEFA as of Q3 2020.

BerganKDV Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 1,177 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2020, an estimated $32K.
BerganKDV Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2018 and held it in 9 quarters.
BerganKDV Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $36K in Q4 2019.
160 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.