KeyBank National Association’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

KeyBank National Association’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 Q1	–	Sell	-6,788	Closed	-$202K	–	1068
2017 Q4	$202K	Buy	+6,788	New	+$201K	﹤0.01%	985
2017 Q2	–	Sell	-8,160	Closed	-$225K	–	1126
2017 Q1	$225K	Hold	8,160	–	–	﹤0.01%	1060
2016 Q4	$213K	Sell	8,160 -54	-0.7%	-$1.37K	﹤0.01%	1066
2016 Q3	$204K	Buy	+8,214	New	+$200K	﹤0.01%	1100

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

CCM

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

KeyBank National Association's HEFA Position: Q1 2018 in Review

KeyBank National Association sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2018, closing a stake of 6,788 shares — an estimated $202K sold.

KeyBank National Association first reported a position in HEFA in Q3 2016 and held it in 4 quarters. The position peaked at $225K in Q1 2017. 221 funds tracked by Wall St. Rank hold HEFA as of Q1 2018.

KeyBank National Association reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2018 after selling out during the quarter.
KeyBank National Association sold 6,788 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2018, an estimated $202K.
KeyBank National Association first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2016 and held it in 4 quarters.
KeyBank National Association's iShares Currency Hedged MSCI EAFE ETF position peaked at $225K in Q1 2017.
221 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2018.

Based on KeyBank National Association's 13F filing for Q1 2018, filed 15 May 2018.