Goldstein Munger & Associates’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Goldstein Munger & Associates’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	-10,200	Closed	-$303K	–	37
2017 Q4	$303K	Hold	10,200	–	–	0.13%	30
2017 Q3	$295K	Hold	10,200	–	–	0.13%	29
2017 Q2	$290K	Sell	10,200 -900	-8%	-$25.4K	0.13%	29
2017 Q1	$305K	Hold	11,100	–	–	0.13%	34
2016 Q4	$290K	Sell	11,100 -600	-5%	-$15.2K	0.13%	32
2016 Q3	$290K	Hold	11,700	–	–	0.13%	29
2016 Q2	$281K	Hold	11,700	–	–	0.13%	29
2016 Q1	$279K	Hold	11,700	–	–	0.12%	29
2015 Q4	$297K	Buy	11,700 +950	+9%	+$24.7K	0.13%	27
2015 Q3	$264K	Hold	10,750	–	–	0.12%	27
2015 Q2	$294K	Buy	+10,750	New	+$305K	0.13%	28

Other funds holding HEFA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

CCM

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

Goldstein Munger & Associates's HEFA Position: Q1 2018 in Review

Goldstein Munger & Associates sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2018, closing a stake of 10,200 shares — an estimated $303K sold.

Goldstein Munger & Associates first reported a position in HEFA in Q2 2015 and held it in 11 quarters. The position peaked at $305K in Q1 2017. 221 funds tracked by Wall St. Rank hold HEFA as of Q1 2018.

Goldstein Munger & Associates reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2018 after selling out during the quarter.
Goldstein Munger & Associates sold 10,200 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2018, an estimated $303K.
Goldstein Munger & Associates first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2015 and held it in 11 quarters.
Goldstein Munger & Associates's iShares Currency Hedged MSCI EAFE ETF position peaked at $305K in Q1 2017.
221 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2018.

Based on Goldstein Munger & Associates's 13F filing for Q1 2018, filed 1 May 2018.