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Litman Gregory Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Litman Gregory Wealth Management’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
2017
Q3 		– Sell
-17,170
Closed -$488K – 75
2017
Q2 		$488K Hold
17,170
– – 0.28% 20
2017
Q1 		$473K Buy
+17,170
New +$462K 0.29% 22

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 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Litman Gregory Wealth Management's HEFA Position: Q3 2017 in Review

Litman Gregory Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2017, closing a stake of 17,170 shares — an estimated $488K sold.

Litman Gregory Wealth Management first reported a position in HEFA in Q1 2017 and held it in 2 quarters. The position peaked at $488K in Q2 2017. 195 funds tracked by Wall St. Rank hold HEFA as of Q3 2017.

  • Litman Gregory Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2017 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 17,170 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2017, an estimated $488K.
  • Litman Gregory Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2017 and held it in 2 quarters.
  • Litman Gregory Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $488K in Q2 2017.
  • 195 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2017.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2017, filed 9 Nov 2017.