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Madison Investment Holdings’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Madison Investment Holdings’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
2019
Q1 		– Sell
-311,296
Closed -$8.04M – 228
2018
Q4 		$8.04M Sell
311,296
-518,074
-62% -$14.4M 0.16% 128
2018
Q3 		$24.8M Sell
829,370
-24,232
-3% -$715K 0.43% 85
2018
Q2 		$25.3M Buy
+853,602
New +$25.4M 0.45% 78

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 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

Madison Investment Holdings's HEFA Position: Q1 2019 in Review

Madison Investment Holdings sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2019, closing a stake of 311,296 shares — an estimated $8.04M sold.

Madison Investment Holdings first reported a position in HEFA in Q2 2018 and held it in 3 quarters. The position peaked at $25.3M in Q2 2018. 210 funds tracked by Wall St. Rank hold HEFA as of Q1 2019.

  • Madison Investment Holdings reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2019 after selling out during the quarter.
  • Madison Investment Holdings sold 311,296 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2019, an estimated $8.04M.
  • Madison Investment Holdings first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2018 and held it in 3 quarters.
  • Madison Investment Holdings's iShares Currency Hedged MSCI EAFE ETF position peaked at $25.3M in Q2 2018.
  • 210 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2019.

Based on Madison Investment Holdings's 13F filing for Q1 2019, filed 14 May 2019.