CXI Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

CXI 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
2019 Q4	$14K	Buy	+447	New	+$13.6K	0.03%	87

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

CXI Advisors's HEFA Position: Q4 2019 in Review

CXI Advisors opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2019: 447 shares worth $14K. The stake represents 0.03% of the portfolio and ranks #87 among its holdings.

227 funds tracked by Wall St. Rank hold HEFA as of Q4 2019.

CXI Advisors held 447 shares of iShares Currency Hedged MSCI EAFE ETF worth $14K as of Q4 2019.
iShares Currency Hedged MSCI EAFE ETF was a new CXI Advisors position in Q4 2019.
iShares Currency Hedged MSCI EAFE ETF made up 0.03% of CXI Advisors's portfolio in Q4 2019, its #87 holding.
227 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.