Intercontinental Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Intercontinental Wealth Advisors’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
2020 Q1	–	Sell	-3,580	Closed	-$111K	–	221
2019 Q4	$111K	Hold	3,580	–	–	0.09%	147
2019 Q3	$107K	Hold	3,580	–	–	0.07%	171
2019 Q2	$107K	Hold	3,580	–	–	0.06%	165
2019 Q1	$103K	Hold	3,580	–	–	0.05%	172
2018 Q4	$92K	Buy	+3,580	New	+$99.6K	0.05%	174

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Intercontinental Wealth Advisors's HEFA Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2020, closing a stake of 3,580 shares — an estimated $111K sold.

Intercontinental Wealth Advisors first reported a position in HEFA in Q4 2018 and held it in 5 quarters. The position peaked at $111K in Q4 2019. 177 funds tracked by Wall St. Rank hold HEFA as of Q1 2020.

Intercontinental Wealth Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 3,580 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2020, an estimated $111K.
Intercontinental Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2018 and held it in 5 quarters.
Intercontinental Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $111K in Q4 2019.
177 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.