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Norris Financial Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Norris Financial Group’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
2020
Q1 		– Sell
-101,518
Closed -$3.1M – 66
2019
Q4 		$3.1M Buy
+101,518
New +$3.1M 2.86% 12

Other funds holding HEFA

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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
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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Norris Financial Group's HEFA Position: Q1 2020 in Review

Norris Financial Group sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2020, closing a stake of 101,518 shares — an estimated $3.1M sold.

Norris Financial Group first reported a position in HEFA in Q4 2019 and held it in 1 quarter. The position peaked at $3.1M in Q4 2019. 177 funds tracked by Wall St. Rank hold HEFA as of Q1 2020.

  • Norris Financial Group reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • Norris Financial Group sold 101,518 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2020, an estimated $3.1M.
  • Norris Financial Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2019 and held it in 1 quarter.
  • Norris Financial Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.1M in Q4 2019.
  • 177 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2020.

Based on Norris Financial Group's 13F filing for Q1 2020, filed 2 Jun 2026.