NEXT Financial Holdings’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

NEXT Financial 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	$137K	Buy	+4,735	New	+$132K	0.03%	455

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

NEXT Financial Holdings's HEFA Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2019: 4,735 shares worth $137K. The stake represents 0.03% of the portfolio and ranks #455 among its holdings.

210 funds tracked by Wall St. Rank hold HEFA as of Q1 2019.

NEXT Financial Holdings held 4,735 shares of iShares Currency Hedged MSCI EAFE ETF worth $137K as of Q1 2019.
iShares Currency Hedged MSCI EAFE ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Currency Hedged MSCI EAFE ETF made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #455 holding.
210 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.