BWM
HEFA icon

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

BT 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
Q1 		– Sell
-320,455
Closed -$9.78M – 62
2019
Q4 		$9.78M Buy
320,455
+8,256
+3% +$252K 4.98% 7
2019
Q3 		$9.35M Buy
312,199
+6,377
+2% +$186K 5.22% 6
2019
Q2 		$8.68M Buy
305,822
+8,153
+3% +$239K 5.01% 7
2019
Q1 		$8.59M Sell
297,669
-1,838
-0.6% -$51.1K 5.06% 6
2018
Q4 		$8.35M Buy
+299,507
New +$8.33M 3.6% 6

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

BT Wealth Management's HEFA Position: Q1 2020 in Review

BT Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2020, closing a stake of 320,455 shares — an estimated $9.78M sold.

BT Wealth Management first reported a position in HEFA in Q4 2018 and held it in 5 quarters. The position peaked at $9.78M in Q4 2019. 177 funds tracked by Wall St. Rank hold HEFA as of Q1 2020.

  • BT Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • BT Wealth Management sold 320,455 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2020, an estimated $9.78M.
  • BT Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2018 and held it in 5 quarters.
  • BT Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $9.78M in Q4 2019.
  • 177 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2020.

Based on BT Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.