Integrated Wealth Counsel’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Integrated Wealth Counsel’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
2016 Q4	$104K	Buy	+4,000	New	+$101K	0.22%	50

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 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

USAA

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Integrated Wealth Counsel's HEFA Position: Q4 2016 in Review

Integrated Wealth Counsel opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2016: 4,000 shares worth $104K. The stake represents 0.22% of the portfolio and ranks #50 among its holdings.

162 funds tracked by Wall St. Rank hold HEFA as of Q4 2016.

Integrated Wealth Counsel held 4,000 shares of iShares Currency Hedged MSCI EAFE ETF worth $104K as of Q4 2016.
iShares Currency Hedged MSCI EAFE ETF was a new Integrated Wealth Counsel position in Q4 2016.
iShares Currency Hedged MSCI EAFE ETF made up 0.22% of Integrated Wealth Counsel's portfolio in Q4 2016, its #50 holding.
162 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.