Bridges Investment Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Bridges Investment 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 Q1	–	Sell	-31,154	Closed	-$951K	–	243
2019 Q4	$951K	Hold	31,154	–	–	0.04%	158
2019 Q3	$933K	Hold	31,154	–	–	0.04%	212
2019 Q2	$929K	Hold	31,154	–	–	0.04%	204
2019 Q1	$899K	Hold	31,154	–	–	0.04%	203
2018 Q4	$804K	Hold	31,154	–	–	0.04%	202
2018 Q3	$933K	Buy	+31,154	New	+$920K	0.05%	170

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

Bridges Investment Management's HEFA Position: Q1 2020 in Review

Bridges Investment Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2020, closing a stake of 31,154 shares — an estimated $951K sold.

Bridges Investment Management first reported a position in HEFA in Q3 2018 and held it in 6 quarters. The position peaked at $951K in Q4 2019. 177 funds tracked by Wall St. Rank hold HEFA as of Q1 2020.

Bridges Investment Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
Bridges Investment Management sold 31,154 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2020, an estimated $951K.
Bridges Investment Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2018 and held it in 6 quarters.
Bridges Investment Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $951K in Q4 2019.
177 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2020.

Based on Bridges Investment Management's 13F filing for Q1 2020, filed 12 May 2020.