NWA
HEFA icon

New World Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

New World Advisors’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
Q2 		– Sell
-190
Closed -$5K – 57
2019
Q1 		$5K Buy
+190
New +$5.28K ﹤0.01% 105

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

New World Advisors's HEFA Position: Q2 2019 in Review

New World Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2019, closing a stake of 190 shares — an estimated $5K sold.

New World Advisors first reported a position in HEFA in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 201 funds tracked by Wall St. Rank hold HEFA as of Q2 2019.

  • New World Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2019 after selling out during the quarter.
  • New World Advisors sold 190 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2019, an estimated $5K.
  • New World Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2019 and held it in 1 quarter.
  • New World Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $5K in Q1 2019.
  • 201 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2019.

Based on New World Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.