Jaffetilchin Investment Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Jaffetilchin Investment Partners’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
2018 Q2	–	Sell	-22,263	Closed	-$639K	–	328
2018 Q1	$639K	Buy	+22,263	New	+$654K	0.14%	126
2017 Q4	–	Sell	-20,790	Closed	-$602K	–	260
2017 Q3	$602K	Buy	+20,790	New	+$588K	0.14%	125
2017 Q2	–	Sell	-21,568	Closed	-$594K	–	252
2017 Q1	$594K	Buy	+21,568	New	+$580K	0.15%	115

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

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

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

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

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

FHB

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

CCM

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

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

Jaffetilchin Investment Partners's HEFA Position: Q2 2018 in Review

Jaffetilchin Investment Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2018, closing a stake of 22,263 shares — an estimated $639K sold.

Jaffetilchin Investment Partners first reported a position in HEFA in Q1 2017 and held it in 3 quarters. The position peaked at $639K in Q1 2018. 200 funds tracked by Wall St. Rank hold HEFA as of Q2 2018.

Jaffetilchin Investment Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2018 after selling out during the quarter.
Jaffetilchin Investment Partners sold 22,263 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2018, an estimated $639K.
Jaffetilchin Investment Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2017 and held it in 3 quarters.
Jaffetilchin Investment Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $639K in Q1 2018.
200 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2018.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2018, filed 1 Aug 2018.