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MKD Wealth Coaches’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

MKD Wealth Coaches’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
Q3 		– Sell
-174
Closed -$5K – 113
2019
Q2 		$5K Hold
174
– – ﹤0.01% 159
2019
Q1 		$5K Buy
+174
New +$4.84K 0.01% 151

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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

MKD Wealth Coaches's HEFA Position: Q3 2019 in Review

MKD Wealth Coaches sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2019, closing a stake of 174 shares — an estimated $5K sold.

MKD Wealth Coaches first reported a position in HEFA in Q1 2019 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 200 funds tracked by Wall St. Rank hold HEFA as of Q3 2019.

  • MKD Wealth Coaches reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 174 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2019, an estimated $5K.
  • MKD Wealth Coaches first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2019 and held it in 2 quarters.
  • MKD Wealth Coaches's iShares Currency Hedged MSCI EAFE ETF position peaked at $5K in Q2 2019.
  • 200 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.