Point View Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Point View Wealth 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
2020 Q1	–	Sell	-7,200	Closed	-$220K	–	260
2019 Q4	$220K	Hold	7,200	–	–	0.09%	242
2019 Q3	$216K	Hold	7,200	–	–	0.1%	231
2019 Q2	$215K	Hold	7,200	–	–	0.09%	238
2019 Q1	$208K	Buy	+7,200	New	+$200K	0.09%	235

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

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 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

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Point View Wealth Management's HEFA Position: Q1 2020 in Review

Point View Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2020, closing a stake of 7,200 shares — an estimated $220K sold.

Point View Wealth Management first reported a position in HEFA in Q1 2019 and held it in 4 quarters. The position peaked at $220K in Q4 2019. 177 funds tracked by Wall St. Rank hold HEFA as of Q1 2020.

Point View Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
Point View Wealth Management sold 7,200 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2020, an estimated $220K.
Point View Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2019 and held it in 4 quarters.
Point View Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $220K in Q4 2019.
177 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2020.

Based on Point View Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.