IWP
HEFA icon

Icon Wealth Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Icon Wealth Partners’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
Q2 		– Sell
-97,016
Closed -$2.79M – 831
2018
Q1 		$2.79M Buy
97,016
+42,505
+78% +$1.25M 1.49% 12
2017
Q4 		$1.62M Buy
+54,511
New +$1.62M 0.8% 20

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Icon Wealth Partners's HEFA Position: Q2 2018 in Review

Icon Wealth Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2018, closing a stake of 97,016 shares — an estimated $2.79M sold.

Icon Wealth Partners first reported a position in HEFA in Q4 2017 and held it in 2 quarters. The position peaked at $2.79M in Q1 2018. 200 funds tracked by Wall St. Rank hold HEFA as of Q2 2018.

  • Icon Wealth Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 97,016 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2018, an estimated $2.79M.
  • Icon Wealth Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2017 and held it in 2 quarters.
  • Icon Wealth Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.79M in Q1 2018.
  • 200 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2018.

Based on Icon Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.