M&R Capital Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

M&R Capital 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
2021 Q1	–	Sell	-600	Closed	-$18K	–	421
2020 Q4	$18K	Hold	600	–	–	﹤0.01%	314
2020 Q3	$16K	Hold	600	–	–	﹤0.01%	323
2020 Q2	$16K	Hold	600	–	–	﹤0.01%	328
2020 Q1	$14K	Hold	600	–	–	﹤0.01%	332
2019 Q4	$18K	Hold	600	–	–	﹤0.01%	344
2019 Q3	$17K	Hold	600	–	–	﹤0.01%	364
2019 Q2	$17K	Hold	600	–	–	﹤0.01%	368
2019 Q1	$17K	Hold	600	–	–	﹤0.01%	370
2018 Q4	$15K	Hold	600	–	–	﹤0.01%	377
2018 Q3	$17K	Hold	600	–	–	﹤0.01%	396
2018 Q2	$17K	Hold	600	–	–	﹤0.01%	386
2018 Q1	$17K	Hold	600	–	–	﹤0.01%	398
2017 Q4	$17K	Hold	600	–	–	﹤0.01%	398
2017 Q3	$17K	Hold	600	–	–	﹤0.01%	398
2017 Q2	$16K	Hold	600	–	–	﹤0.01%	402
2017 Q1	$16K	Hold	600	–	–	﹤0.01%	403
2016 Q4	$15K	Buy	+600	New	+$15.2K	﹤0.01%	395

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&R Capital Management's HEFA Position: Q1 2021 in Review

M&R Capital Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2021, closing a stake of 600 shares — an estimated $18K sold.

M&R Capital Management first reported a position in HEFA in Q4 2016 and held it in 17 quarters. The position peaked at $18K in Q4 2020. 170 funds tracked by Wall St. Rank hold HEFA as of Q1 2021.

M&R Capital Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
M&R Capital Management sold 600 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2021, an estimated $18K.
M&R Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2016 and held it in 17 quarters.
M&R Capital Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $18K in Q4 2020.
170 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2021.

Based on M&R Capital Management's 13F filing for Q1 2021, filed 1 Apr 2021.