Founders Financial Securities’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Founders Financial Securities’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
2020 Q3	–	Sell	-107,924	Closed	-$2.98M	–	184
2020 Q2	$2.98M	Buy	107,924 +89,287	+479%	+$2.34M	0.96%	24
2020 Q1	$451K	Sell	18,637 -236,171	-93%	-$6.72M	0.17%	73
2019 Q4	$7.78M	Sell	254,808 -3,299	-1%	-$101K	2.63%	15
2019 Q3	$7.73M	Buy	258,107 +13,055	+5%	+$381K	2.46%	14
2019 Q2	$7.31M	Sell	245,052 -79,432	-24%	-$2.33M	2.4%	16
2019 Q1	$9.37M	Buy	+324,484	New	+$9.02M	2.97%	12

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

CCM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Founders Financial Securities's HEFA Position: Q3 2020 in Review

Founders Financial Securities sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2020, closing a stake of 107,924 shares — an estimated $2.98M sold.

Founders Financial Securities first reported a position in HEFA in Q1 2019 and held it in 6 quarters. The position peaked at $9.37M in Q1 2019. 160 funds tracked by Wall St. Rank hold HEFA as of Q3 2020.

Founders Financial Securities reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2020 after selling out during the quarter.
Founders Financial Securities sold 107,924 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2020, an estimated $2.98M.
Founders Financial Securities first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2019 and held it in 6 quarters.
Founders Financial Securities's iShares Currency Hedged MSCI EAFE ETF position peaked at $9.37M in Q1 2019.
160 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2020.

Based on Founders Financial Securities's 13F filing for Q3 2020, filed 16 Nov 2020.