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Bruderman Asset Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Bruderman Asset 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
-29,007
Closed -$897K – 90
2019
Q4 		$897K Sell
29,007
-3,091
-10% -$94.3K 0.28% 67
2019
Q3 		$1M Sell
32,098
-2,420
-7% -$70.6K 0.25% 75
2019
Q2 		$1.03M Buy
34,518
+1,993
+6% +$58.5K 0.24% 65
2019
Q1 		$939K Sell
32,525
-459
-1% -$12.8K 0.21% 70
2018
Q4 		$851K Sell
32,984
-584
-2% -$16.2K 0.22% 67
2018
Q3 		$1M Sell
33,568
-1,799
-5% -$53.1K 0.23% 69
2018
Q2 		$1.05M Sell
35,367
-1,792
-5% -$53.4K 0.25% 68
2018
Q1 		$1.07M Sell
37,159
-486
-1% -$14.3K 0.26% 64
2017
Q4 		$1.12M Sell
37,645
-312
-0.8% -$9.26K 0.28% 60
2017
Q3 		$1.1M Sell
37,957
-9,019
-19% -$255K 0.28% 63
2017
Q2 		$1.33M Buy
46,976
+16,685
+55% +$472K 0.36% 58
2017
Q1 		$834K Buy
30,291
+1,404
+5% +$37.8K 0.24% 67
2016
Q4 		$755K Sell
28,887
-1,422
-5% -$36K 0.23% 72
2016
Q3 		$752K Sell
30,309
-1,330
-4% -$32.4K 0.22% 75
2016
Q2 		$759K Buy
31,639
+105
+0.3% +$2.52K 0.24% 74
2016
Q1 		$753K Sell
31,534
-4,887
-13% -$115K 0.26% 69
2015
Q4 		$925K Sell
36,421
-1,304
-3% -$33.9K 0.35% 53
2015
Q3 		$927K Buy
37,725
+1,322
+4% +$34.9K 0.37% 53
2015
Q2 		$994K Buy
36,403
+2,595
+8% +$73.7K 0.38% 54
2015
Q1 		$943K Buy
+33,808
New +$904K 0.37% 55

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
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
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
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Bruderman Asset Management's HEFA Position: Q1 2020 in Review

Bruderman Asset Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2020, closing a stake of 29,007 shares — an estimated $897K sold.

Bruderman Asset Management first reported a position in HEFA in Q1 2015 and held it in 20 quarters. The position peaked at $1.33M in Q2 2017. 177 funds tracked by Wall St. Rank hold HEFA as of Q1 2020.

  • Bruderman Asset Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • Bruderman Asset Management sold 29,007 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2020, an estimated $897K.
  • Bruderman Asset Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2015 and held it in 20 quarters.
  • Bruderman Asset Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.33M in Q2 2017.
  • 177 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2020.

Based on Bruderman Asset Management's 13F filing for Q1 2020, filed 28 Apr 2020.