BCA
HEFA icon

Berman Capital Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Berman Capital 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
2018
Q1 		– Sell
-7,445
Closed -$221K – 116
2017
Q4 		$221K Buy
+7,445
New +$221K 0.07% 96

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Berman Capital Advisors's HEFA Position: Q1 2018 in Review

Berman Capital Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2018, closing a stake of 7,445 shares — an estimated $221K sold.

Berman Capital Advisors first reported a position in HEFA in Q4 2017 and held it in 1 quarter. The position peaked at $221K in Q4 2017. 221 funds tracked by Wall St. Rank hold HEFA as of Q1 2018.

  • Berman Capital Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2018 after selling out during the quarter.
  • Berman Capital Advisors sold 7,445 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2018, an estimated $221K.
  • Berman Capital Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2017 and held it in 1 quarter.
  • Berman Capital Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $221K in Q4 2017.
  • 221 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2018.

Based on Berman Capital Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.