CWM
HEFA icon

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

Concert 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
2016
Q4 		– Sell
-4,704
Closed -$116K – 665
2016
Q3 		$116K Buy
+4,704
New +$115K 0.01% 729

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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Concert Wealth Management's HEFA Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2016, closing a stake of 4,704 shares — an estimated $116K sold.

Concert Wealth Management first reported a position in HEFA in Q3 2016 and held it in 1 quarter. The position peaked at $116K in Q3 2016. 162 funds tracked by Wall St. Rank hold HEFA as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 4,704 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2016, an estimated $116K.
  • Concert Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $116K in Q3 2016.
  • 162 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.