Independent Portfolio Consultants’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Independent Portfolio Consultants’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	$345K	Buy	+12,128	New	+$343K	0.14%	214

Other funds holding HEFA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Independent Portfolio Consultants's HEFA Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2017: 12,128 shares worth $345K. The stake represents 0.14% of the portfolio and ranks #214 among its holdings.

198 funds tracked by Wall St. Rank hold HEFA as of Q2 2017.

Independent Portfolio Consultants held 12,128 shares of iShares Currency Hedged MSCI EAFE ETF worth $345K as of Q2 2017.
iShares Currency Hedged MSCI EAFE ETF was a new Independent Portfolio Consultants position in Q2 2017.
iShares Currency Hedged MSCI EAFE ETF made up 0.14% of Independent Portfolio Consultants's portfolio in Q2 2017, its #214 holding.
198 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.