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

Evercore 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
Q1 		– Sell
-672
Closed -$17K – 970
2015
Q4 		$17K Sell
672
-24
-3% -$624 ﹤0.01% 788
2015
Q3 		$17K Buy
+696
New +$18.4K ﹤0.01% 767

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
MI
Mercer Investments Boston, Massachusetts $62.6M AUM 17.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Evercore Wealth Management's HEFA Position: Q1 2016 in Review

Evercore Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2016, closing a stake of 672 shares — an estimated $17K sold.

Evercore Wealth Management first reported a position in HEFA in Q3 2015 and held it in 2 quarters. The position peaked at $17K in Q4 2015. 136 funds tracked by Wall St. Rank hold HEFA as of Q1 2016.

  • Evercore Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 672 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2016, an estimated $17K.
  • Evercore Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2015 and held it in 2 quarters.
  • Evercore Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $17K in Q4 2015.
  • 136 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.