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Independence Trust’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Independence Trust’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
Q4 		– Sell
-39,846
Closed -$1.15M – 80
2017
Q3 		$1.15M Hold
39,846
– – 1.32% 22
2017
Q2 		$1.13M Hold
39,846
– – 1.34% 22
2017
Q1 		$1.1M Hold
39,846
– – 1.41% 21
2016
Q4 		$1.04M Buy
+39,846
New +$1.01M 1.43% 21

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Independence Trust's HEFA Position: Q4 2017 in Review

Independence Trust sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2017, closing a stake of 39,846 shares — an estimated $1.15M sold.

Independence Trust first reported a position in HEFA in Q4 2016 and held it in 4 quarters. The position peaked at $1.15M in Q3 2017. 221 funds tracked by Wall St. Rank hold HEFA as of Q4 2017.

  • Independence Trust reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2017 after selling out during the quarter.
  • Independence Trust sold 39,846 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2017, an estimated $1.15M.
  • Independence Trust first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2016 and held it in 4 quarters.
  • Independence Trust's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.15M in Q3 2017.
  • 221 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.