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Lebenthal Global Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Lebenthal Global 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
2021
Q1 		– Sell
-1,500
Closed -$45K – 307
2020
Q4 		$45K Buy
+1,500
New +$43.8K 0.03% 269

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United Capital Financial Advisors
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Partners Capital Investment Group
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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

Lebenthal Global Advisors's HEFA Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2021, closing a stake of 1,500 shares — an estimated $45K sold.

Lebenthal Global Advisors first reported a position in HEFA in Q4 2020 and held it in 1 quarter. The position peaked at $45K in Q4 2020. 170 funds tracked by Wall St. Rank hold HEFA as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 1,500 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2021, an estimated $45K.
  • Lebenthal Global Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $45K in Q4 2020.
  • 170 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.