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

Guyasuta Investment 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 		– Sell
-90,855
Closed -$2.5M – 215
2017
Q1 		$2.5M Hold
90,855
– – 0.3% 47
2016
Q4 		$2.37M Sell
90,855
-873
-1% -$22.1K 0.31% 48
2016
Q3 		$2.28M Buy
+91,728
New +$2.24M 0.29% 50

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $432B AUM 30.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Guyasuta Investment Advisors's HEFA Position: Q2 2017 in Review

Guyasuta Investment Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2017, closing a stake of 90,855 shares — an estimated $2.5M sold.

Guyasuta Investment Advisors first reported a position in HEFA in Q3 2016 and held it in 3 quarters. The position peaked at $2.5M in Q1 2017. 198 funds tracked by Wall St. Rank hold HEFA as of Q2 2017.

  • Guyasuta Investment Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2017 after selling out during the quarter.
  • Guyasuta Investment Advisors sold 90,855 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2017, an estimated $2.5M.
  • Guyasuta Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2016 and held it in 3 quarters.
  • Guyasuta Investment Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.5M in Q1 2017.
  • 198 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2017.

Based on Guyasuta Investment Advisors's 13F filing for Q2 2017, filed 9 Aug 2017.