Parasol Investment Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Parasol Investment Management’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	$3.03M	Buy	+110,100	New	+$2.96M	4.96%	7

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

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Parasol Investment Management's HEFA Position: Q1 2017 in Review

Parasol Investment Management opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2017: 110,100 shares worth $3.03M. The stake represents 4.96% of the portfolio and ranks #7 among its holdings.

186 funds tracked by Wall St. Rank hold HEFA as of Q1 2017.

Parasol Investment Management held 110,100 shares of iShares Currency Hedged MSCI EAFE ETF worth $3.03M as of Q1 2017.
iShares Currency Hedged MSCI EAFE ETF was a new Parasol Investment Management position in Q1 2017.
iShares Currency Hedged MSCI EAFE ETF made up 4.96% of Parasol Investment Management's portfolio in Q1 2017, its #7 holding.
186 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.