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Mercer Investments’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Mercer Investments’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
2018
Q1 		– Sell
-794,521
Closed -$8.28M – 5
2017
Q4 		$8.28M Sell
794,521
-116,488
-13% -$3.46M 22.34% 2
2017
Q3 		$26.4M Buy
911,009
+312,167
+52% +$8.82M 49.26% 1
2017
Q2 		$17M Sell
598,842
-41,908
-7% -$1.18M 38.17% 1
2017
Q1 		$17.5M Sell
640,750
-413,425
-39% -$11.1M 34.03% 1
2016
Q4 		$27.5M Sell
1,054,175
-1,947,917
-65% -$49.4M 50.29% 1
2016
Q3 		$74.5M Buy
3,002,092
+717,575
+31% +$17.5M 43.55% 1
2016
Q2 		$54.8M Sell
2,284,517
-587,558
-20% -$14.1M 63.81% 1
2016
Q1 		$68.6M Sell
2,872,075
-656,497
-19% -$15.5M 67.55% 1
2015
Q4 		$89.6M Buy
3,528,572
+30,904
+0.9% +$803K 71.65% 1
2015
Q3 		$86M Sell
3,497,668
-36,719
-1% -$970K 70.39% 1
2015
Q2 		$96.5M Buy
3,534,387
+885,644
+33% +$25.1M 63.59% 1
2015
Q1 		$73.8M Buy
+2,648,743
New +$70.8M 69.18% 1

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Mercer Investments's HEFA Position: Q1 2018 in Review

Mercer Investments sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2018, closing a stake of 794,521 shares — an estimated $8.28M sold.

Mercer Investments first reported a position in HEFA in Q1 2015 and held it in 12 quarters. The position peaked at $96.5M in Q2 2015. 221 funds tracked by Wall St. Rank hold HEFA as of Q1 2018.

  • Mercer Investments reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2018 after selling out during the quarter.
  • Mercer Investments sold 794,521 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2018, an estimated $8.28M.
  • Mercer Investments first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2015 and held it in 12 quarters.
  • Mercer Investments's iShares Currency Hedged MSCI EAFE ETF position peaked at $96.5M in Q2 2015.
  • 221 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2018.

Based on Mercer Investments's 13F filing for Q1 2018, filed 9 May 2018.