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Calton & Associates’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-36
Closed -$1K – 731
2017
Q4 		$1K Buy
+36
New +$1.07K ﹤0.01% 1437

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Calton & Associates's HEFA Position: Q1 2018 in Review

Calton & Associates sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2018, closing a stake of 36 shares — an estimated $1K sold.

Calton & Associates first reported a position in HEFA in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 221 funds tracked by Wall St. Rank hold HEFA as of Q1 2018.

  • Calton & Associates reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 36 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2018, an estimated $1K.
  • Calton & Associates first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares Currency Hedged MSCI EAFE ETF position peaked at $1K in Q4 2017.
  • 221 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.