Optimum Investment Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Optimum Investment 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
2015 Q1	$59K	Buy	+2,100	New	+$56.1K	0.02%	478

Other funds holding HEFA

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

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

Mercer Investments Boston, Massachusetts $62.6M AUM 17.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCP

Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return

Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return

Optimum Investment Advisors's HEFA Position: Q1 2015 in Review

Optimum Investment Advisors opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2015: 2,100 shares worth $59K. The stake represents 0.02% of the portfolio and ranks #478 among its holdings.

65 funds tracked by Wall St. Rank hold HEFA as of Q1 2015.

Optimum Investment Advisors held 2,100 shares of iShares Currency Hedged MSCI EAFE ETF worth $59K as of Q1 2015.
iShares Currency Hedged MSCI EAFE ETF was a new Optimum Investment Advisors position in Q1 2015.
iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Optimum Investment Advisors's portfolio in Q1 2015, its #478 holding.
65 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.