Israel Discount Bank of New York’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Israel Discount Bank of New York’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	-1,750	Closed	-$51K	–	424
2017 Q3	$51K	Hold	1,750	–	–	0.04%	263
2017 Q2	$50K	Hold	1,750	–	–	0.04%	252
2017 Q1	$48K	Sell	1,750 -230,394	-99%	-$6.19M	0.04%	254
2016 Q4	$6.06M	Buy	+232,144	New	+$5.88M	5.48%	2

Other funds holding HEFA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Israel Discount Bank of New York's HEFA Position: Q4 2017 in Review

Israel Discount Bank of New York sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2017, closing a stake of 1,750 shares — an estimated $51K sold.

Israel Discount Bank of New York first reported a position in HEFA in Q4 2016 and held it in 4 quarters. The position peaked at $6.06M in Q4 2016. 221 funds tracked by Wall St. Rank hold HEFA as of Q4 2017.

Israel Discount Bank of New York reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2017 after selling out during the quarter.
Israel Discount Bank of New York sold 1,750 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2017, an estimated $51K.
Israel Discount Bank of New York first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2016 and held it in 4 quarters.
Israel Discount Bank of New York's iShares Currency Hedged MSCI EAFE ETF position peaked at $6.06M in Q4 2016.
221 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2017.

Based on Israel Discount Bank of New York's 13F filing for Q4 2017, filed 13 Feb 2018.