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Capital Directions Investment Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Capital Directions Investment Advisors’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
2015
Q2 		– Sell
-1,000
Closed -$28K – 66
2015
Q1 		$28K Buy
+1,000
New +$26.7K 0.01% 65

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MI
Mercer Investments Boston, Massachusetts $62.6M AUM 17.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Capital Directions Investment Advisors's HEFA Position: Q2 2015 in Review

Capital Directions Investment Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2015, closing a stake of 1,000 shares — an estimated $28K sold.

Capital Directions Investment Advisors first reported a position in HEFA in Q1 2015 and held it in 1 quarter. The position peaked at $28K in Q1 2015. 89 funds tracked by Wall St. Rank hold HEFA as of Q2 2015.

  • Capital Directions Investment Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2015 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 1,000 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2015, an estimated $28K.
  • Capital Directions Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2015 and held it in 1 quarter.
  • Capital Directions Investment Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $28K in Q1 2015.
  • 89 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2015.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.