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Nicholas Hoffman & Company’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Nicholas Hoffman & Company’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
2017
Q1 		– Sell
-11,887
Closed -$315K – 156
2016
Q4 		$315K Buy
+11,887
New +$301K 0.16% 120

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USAA
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Bank of America
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Envestnet Asset Management
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UBS Group
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Bank of New York Mellon
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
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Nicholas Hoffman & Company's HEFA Position: Q1 2017 in Review

Nicholas Hoffman & Company sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2017, closing a stake of 11,887 shares — an estimated $315K sold.

Nicholas Hoffman & Company first reported a position in HEFA in Q4 2016 and held it in 1 quarter. The position peaked at $315K in Q4 2016. 186 funds tracked by Wall St. Rank hold HEFA as of Q1 2017.

  • Nicholas Hoffman & Company reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2017 after selling out during the quarter.
  • Nicholas Hoffman & Company sold 11,887 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2017, an estimated $315K.
  • Nicholas Hoffman & Company first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2016 and held it in 1 quarter.
  • Nicholas Hoffman & Company's iShares Currency Hedged MSCI EAFE ETF position peaked at $315K in Q4 2016.
  • 186 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2017.

Based on Nicholas Hoffman & Company's 13F filing for Q1 2017, filed 9 May 2017.