PW
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Price Wealth’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Price Wealth’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
2019
Q4 		– Sell
-1,727
Closed -$52K – 420
2019
Q3 		$52K Buy
+1,727
New +$50.4K 0.02% 115

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Price Wealth's HEFA Position: Q4 2019 in Review

Price Wealth sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2019, closing a stake of 1,727 shares — an estimated $52K sold.

Price Wealth first reported a position in HEFA in Q3 2019 and held it in 1 quarter. The position peaked at $52K in Q3 2019. 227 funds tracked by Wall St. Rank hold HEFA as of Q4 2019.

  • Price Wealth reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2019 after selling out during the quarter.
  • Price Wealth sold 1,727 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2019, an estimated $52K.
  • Price Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2019 and held it in 1 quarter.
  • Price Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $52K in Q3 2019.
  • 227 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2019.

Based on Price Wealth's 13F filing for Q4 2019, filed 16 Jan 2020.