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

Blue Chip 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
2020 Q1	–	Sell	-285,131	Closed	-$8.7M	–	143
2019 Q4	$8.7M	Buy	285,131 +16,767	+6%	+$512K	1.66%	28
2019 Q3	$8.04M	Buy	268,364 +4,382	+2%	+$128K	1.7%	26
2019 Q2	$7.87M	Buy	263,982 +15,114	+6%	+$444K	1.76%	27
2019 Q1	$7.18M	Buy	248,868 +13,210	+6%	+$367K	1.7%	25
2018 Q4	$6.08M	Sell	235,658 -108,606	-32%	-$3.02M	1.53%	25
2018 Q3	$10.3M	Buy	344,264 +23,662	+7%	+$699K	2.51%	9
2018 Q2	$9.49M	Buy	320,602 +29,320	+10%	+$874K	2.51%	9
2018 Q1	$8.37M	Buy	291,282 +40,321	+16%	+$1.18M	2.32%	10
2017 Q4	$7.45M	Buy	250,961 +20,472	+9%	+$607K	2.2%	11
2017 Q3	$6.67M	Buy	230,489 +67,983	+42%	+$1.92M	2.15%	12
2017 Q2	$4.62M	Buy	162,506 +133,003	+451%	+$3.76M	1.61%	16
2017 Q1	$812K	Buy	+29,503	New	+$793K	0.31%	70

Other funds holding HEFA

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

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

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

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

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

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

PCIG

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

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

JMPWA

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

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

Blue Chip Partners's HEFA Position: Q1 2020 in Review

Blue Chip Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2020, closing a stake of 285,131 shares — an estimated $8.7M sold.

Blue Chip Partners first reported a position in HEFA in Q1 2017 and held it in 12 quarters. The position peaked at $10.3M in Q3 2018. 177 funds tracked by Wall St. Rank hold HEFA as of Q1 2020.

Blue Chip Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
Blue Chip Partners sold 285,131 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2020, an estimated $8.7M.
Blue Chip Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2017 and held it in 12 quarters.
Blue Chip Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $10.3M in Q3 2018.
177 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2020.

Based on Blue Chip Partners's 13F filing for Q1 2020, filed 8 May 2020.