IFC Holdings’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

IFC Holdings’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	-160,348	Closed	-$4.76M	–	164
2017 Q4	$4.76M	Buy	160,348 +14,447	+10%	+$429K	0.33%	46
2017 Q3	$4.21M	Buy	145,901 +14,241	+11%	+$403K	0.29%	48
2017 Q2	$3.73M	Buy	131,660 +91,206	+225%	+$2.58M	0.29%	57
2017 Q1	$1.12M	Buy	+40,454	New	+$1.09M	0.1%	142

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

IFC Holdings's HEFA Position: Q1 2018 in Review

IFC Holdings sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2018, closing a stake of 160,348 shares — an estimated $4.76M sold.

IFC Holdings first reported a position in HEFA in Q1 2017 and held it in 4 quarters. The position peaked at $4.76M in Q4 2017. 220 funds tracked by Wall St. Rank hold HEFA as of Q1 2018.

IFC Holdings reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 160,348 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2018, an estimated $4.76M.
IFC Holdings first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2017 and held it in 4 quarters.
IFC Holdings's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.76M in Q4 2017.
220 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.