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LifePlan Financial Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

LifePlan Financial Group’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
Q3 		$2.63M Buy
95,517
+17,805
+23% +$494K 1.13% 27
2020
Q2 		$2.14M Buy
77,712
+18,501
+31% +$484K 0.98% 34
2020
Q1 		$1.43M Buy
59,211
+3,713
+7% +$106K 0.78% 41
2019
Q4 		$1.69M Buy
55,498
+7,638
+16% +$233K 0.75% 39
2019
Q3 		$1.43M Buy
47,860
+11,320
+31% +$330K 0.67% 41
2019
Q2 		$1.09M Buy
36,540
+18,232
+100% +$536K 0.53% 46
2019
Q1 		$529K Sell
18,308
-579
-3% -$16.1K 0.28% 63
2018
Q4 		$487K Sell
18,887
-3,242
-15% -$90.2K 0.3% 60
2018
Q3 		$663K Sell
22,129
-47,563
-68% -$1.4M 0.36% 50
2018
Q2 		$2.06M Sell
69,692
-75,049
-52% -$2.24M 1.15% 28
2018
Q1 		$4.16M Buy
144,741
+6,860
+5% +$202K 2.42% 12
2017
Q4 		$3.99M Hold
137,881
– – 2.54% 12
2017
Q3 		$3.99M Sell
137,881
-11,609
-8% -$328K 2.54% 12
2017
Q2 		$4.25M Buy
149,490
+83,877
+128% +$2.37M 2.91% 8
2017
Q1 		$1.81M Buy
65,613
+34,364
+110% +$924K 1.25% 29
2016
Q4 		$816K Buy
31,249
+21,919
+235% +$556K 0.57% 54
2016
Q3 		$231K Buy
+9,330
New +$227K 0.16% 101

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LifePlan Financial Group's HEFA Position: Q3 2020 in Review

LifePlan Financial Group increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 23% in Q3 2020, buying an estimated $494K and bringing the position to 95,517 shares worth $2.63M. The position accounts for 1.13% of the portfolio, ranked #27.

LifePlan Financial Group first reported a position in HEFA in Q3 2016 and has held it in 17 quarters since. The position peaked at $4.25M in Q2 2017. 160 funds tracked by Wall St. Rank hold HEFA as of Q3 2020.

  • LifePlan Financial Group held 95,517 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.63M as of Q3 2020.
  • LifePlan Financial Group bought 17,805 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2020, an estimated $494K.
  • iShares Currency Hedged MSCI EAFE ETF made up 1.13% of LifePlan Financial Group's portfolio in Q3 2020, its #27 holding.
  • LifePlan Financial Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2016 and has held it in 17 quarters since.
  • LifePlan Financial Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.25M in Q2 2017.
  • 160 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.