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Johnson Bixby & Associates’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Johnson Bixby & Associates’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
2021
Q1 		– Sell
-13,793
Closed -$420K – 79
2020
Q4 		$420K Buy
+13,793
New +$402K 0.14% 43

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Partners Capital Investment Group
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Johnson Bixby & Associates's HEFA Position: Q1 2021 in Review

Johnson Bixby & Associates sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2021, closing a stake of 13,793 shares — an estimated $420K sold.

Johnson Bixby & Associates first reported a position in HEFA in Q4 2020 and held it in 1 quarter. The position peaked at $420K in Q4 2020. 170 funds tracked by Wall St. Rank hold HEFA as of Q1 2021.

  • Johnson Bixby & Associates reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
  • Johnson Bixby & Associates sold 13,793 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2021, an estimated $420K.
  • Johnson Bixby & Associates first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2020 and held it in 1 quarter.
  • Johnson Bixby & Associates's iShares Currency Hedged MSCI EAFE ETF position peaked at $420K in Q4 2020.
  • 170 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2021.

Based on Johnson Bixby & Associates's 13F filing for Q1 2021, filed 25 May 2021.