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Farmers & Merchants Investments Inc’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Farmers & Merchants Investments Inc’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
Q1 		– Sell
-40
Closed -$1K – 843
2017
Q4 		$1K Sell
40
-41
-51% -$1.22K ﹤0.01% 840
2017
Q3 		$2K Buy
+81
New +$2.29K ﹤0.01% 793

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Farmers & Merchants Investments Inc's HEFA Position: Q1 2018 in Review

Farmers & Merchants Investments Inc sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2018, closing a stake of 40 shares — an estimated $1K sold.

Farmers & Merchants Investments Inc first reported a position in HEFA in Q3 2017 and held it in 2 quarters. The position peaked at $2K in Q3 2017. 221 funds tracked by Wall St. Rank hold HEFA as of Q1 2018.

  • Farmers & Merchants Investments Inc reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2018 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 40 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2018, an estimated $1K.
  • Farmers & Merchants Investments Inc first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2017 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's iShares Currency Hedged MSCI EAFE ETF position peaked at $2K in Q3 2017.
  • 221 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2018.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2018, filed 17 Apr 2018.