Buckingham Strategic Wealth’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Buckingham Strategic Wealth’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	-21,517	Closed	-$657K	–	487
2019 Q4	$657K	Hold	21,517	–	–	0.06%	207
2019 Q3	$644K	Buy	21,517 +3,068	+17%	+$89.6K	0.07%	196
2019 Q2	$550K	Buy	18,449 +807	+5%	+$23.7K	0.06%	230
2019 Q1	$509K	Buy	17,642 +2,497	+16%	+$69.4K	0.06%	220
2018 Q4	$391K	Buy	15,145 +41	+0.3%	+$1.14K	0.06%	228
2018 Q3	$452K	Buy	+15,104	New	+$446K	0.07%	205

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

Buckingham Strategic Wealth's HEFA Position: Q1 2020 in Review

Buckingham Strategic Wealth sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2020, closing a stake of 21,517 shares — an estimated $657K sold.

Buckingham Strategic Wealth first reported a position in HEFA in Q3 2018 and held it in 6 quarters. The position peaked at $657K in Q4 2019. 177 funds tracked by Wall St. Rank hold HEFA as of Q1 2020.

Buckingham Strategic Wealth reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
Buckingham Strategic Wealth sold 21,517 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2020, an estimated $657K.
Buckingham Strategic Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2018 and held it in 6 quarters.
Buckingham Strategic Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $657K in Q4 2019.
177 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2020, filed 7 May 2020.