DWM
HEFA icon

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

Destination 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
2018
Q2 		– Sell
-115
Closed -$6K – 568
2018
Q1 		$6K Buy
+115
New +$3.38K ﹤0.01% 432

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Destination Wealth Management's HEFA Position: Q2 2018 in Review

Destination Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2018, closing a stake of 115 shares — an estimated $6K sold.

Destination Wealth Management first reported a position in HEFA in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 200 funds tracked by Wall St. Rank hold HEFA as of Q2 2018.

  • Destination Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2018 after selling out during the quarter.
  • Destination Wealth Management sold 115 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2018, an estimated $6K.
  • Destination Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2018 and held it in 1 quarter.
  • Destination Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $6K in Q1 2018.
  • 200 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2018.

Based on Destination Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.