CIBC World Market
HEFA icon

CIBC World Market’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

CIBC World Market’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
-33,313
Closed -$1.02M – 1060
2019
Q4 		$1.02M Sell
33,313
-1,826
-5% -$55.7K ﹤0.01% 658
2019
Q3 		$1.05M Sell
35,139
-8,201
-19% -$239K ﹤0.01% 616
2019
Q2 		$1.29M Sell
43,340
-4,412
-9% -$130K 0.01% 584
2019
Q1 		$1.38M Sell
47,752
-47,776
-50% -$1.33M 0.01% 584
2018
Q4 		$2.47M Sell
95,528
-15,580
-14% -$433K 0.01% 393
2018
Q3 		$3.33M Sell
111,108
-765
-0.7% -$22.6K 0.01% 378
2018
Q2 		$3.31M Buy
111,873
+18,652
+20% +$556K 0.01% 374
2018
Q1 		$2.68M Buy
93,221
+513
+0.6% +$15.1K 0.01% 386
2017
Q4 		$2.75M Sell
92,708
-2,145
-2% -$63.6K 0.01% 262
2017
Q3 		$2.75M Buy
94,853
+4,025
+4% +$114K 0.01% 248
2017
Q2 		$2.58M Buy
90,828
+4,375
+5% +$124K 0.01% 410
2017
Q1 		$2.38M Buy
86,453
+20,377
+31% +$548K 0.01% 393
2016
Q4 		$1.73M Buy
66,076
+29,320
+80% +$743K 0.01% 468
2016
Q3 		$912K Sell
36,756
-624
-2% -$15.2K ﹤0.01% 587
2016
Q2 		$896K Sell
37,380
-23,210
-38% -$557K ﹤0.01% 524
2016
Q1 		$1.45M Buy
60,590
+21,341
+54% +$503K 0.01% 367
2015
Q4 		$997K Buy
39,249
+22,984
+141% +$597K 0.01% 492
2015
Q3 		$400K Buy
+16,265
New +$430K ﹤0.01% 663

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

CIBC World Market's HEFA Position: Q1 2020 in Review

CIBC World Market sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2020, closing a stake of 33,313 shares — an estimated $1.02M sold.

CIBC World Market first reported a position in HEFA in Q3 2015 and held it in 18 quarters. The position peaked at $3.33M in Q3 2018. 177 funds tracked by Wall St. Rank hold HEFA as of Q1 2020.

  • CIBC World Market reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • CIBC World Market sold 33,313 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2020, an estimated $1.02M.
  • CIBC World Market first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2015 and held it in 18 quarters.
  • CIBC World Market's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.33M in Q3 2018.
  • 177 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2020.

Based on CIBC World Market's 13F filing for Q1 2020, filed 15 May 2020.