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

Geneva 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
2017
Q2 		$651K Buy
22,890
+6,985
+44% +$198K 0.01% 456
2017
Q1 		$438K Buy
15,905
+763
+5% +$20.5K 0.01% 530
2016
Q4 		$396K Buy
+15,142
New +$384K 0.01% 529

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Geneva Advisors's HEFA Position: Q2 2017 in Review

Geneva Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 44% in Q2 2017, buying an estimated $198K and bringing the position to 22,890 shares worth $651K. The position accounts for 0.01% of the portfolio, ranked #456.

Geneva Advisors first reported a position in HEFA in Q4 2016 and has held it in 3 quarters since. 198 funds tracked by Wall St. Rank hold HEFA as of Q2 2017.

  • Geneva Advisors held 22,890 shares of iShares Currency Hedged MSCI EAFE ETF worth $651K as of Q2 2017.
  • Geneva Advisors bought 6,985 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2017, an estimated $198K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #456 holding.
  • Geneva Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2016 and has held it in 3 quarters since.
  • 198 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.