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Legacy Wealth Planning’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Legacy Wealth Planning’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
2020
Q2 		– Sell
-11,029
Closed -$267K – 82
2020
Q1 		$267K Sell
11,029
-2,328
-17% -$66.2K 0.43% 50
2019
Q4 		$408K Buy
+13,357
New +$407K 0.46% 41

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Legacy Wealth Planning's HEFA Position: Q2 2020 in Review

Legacy Wealth Planning sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2020, closing a stake of 11,029 shares — an estimated $267K sold.

Legacy Wealth Planning first reported a position in HEFA in Q4 2019 and held it in 2 quarters. The position peaked at $408K in Q4 2019. 167 funds tracked by Wall St. Rank hold HEFA as of Q2 2020.

  • Legacy Wealth Planning reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
  • Legacy Wealth Planning sold 11,029 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2020, an estimated $267K.
  • Legacy Wealth Planning first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2019 and held it in 2 quarters.
  • Legacy Wealth Planning's iShares Currency Hedged MSCI EAFE ETF position peaked at $408K in Q4 2019.
  • 167 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2020.

Based on Legacy Wealth Planning's 13F filing for Q2 2020, filed 17 Aug 2020.