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Proficio Capital Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Proficio Capital Partners’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
-94,929
Closed -$2.9M – 173
2019
Q4 		$2.9M Hold
94,929
– – 0.84% 25
2019
Q3 		$2.84M Sell
94,929
-1,725
-2% -$50.4K 1.06% 22
2019
Q2 		$2.88M Sell
96,654
-3,310
-3% -$97.2K 0.99% 20
2019
Q1 		$2.89M Sell
99,964
-1,890
-2% -$52.6K 1.03% 22
2018
Q4 		$2.63M Hold
101,854
– – 1.17% 19
2018
Q3 		$3.05M Sell
101,854
-16,544
-14% -$488K 1% 17
2018
Q2 		$3.5M Sell
118,398
-12,550
-10% -$374K 1.44% 15
2018
Q1 		$3.76M Buy
130,948
+3,163
+2% +$92.9K 1.1% 15
2017
Q4 		$3.79M Buy
127,785
+930
+0.7% +$27.6K 1.22% 13
2017
Q3 		$3.67M Sell
126,855
-1,675
-1% -$47.3K 1.49% 9
2017
Q2 		$3.64M Buy
128,530
+1,230
+1% +$34.8K 1.51% 11
2017
Q1 		$3.65M Sell
127,300
-109,880
-46% -$2.95M 1.59% 11
2016
Q4 		$6.2M Buy
237,180
+234,180
+7,806% +$5.93M 2.63% 3
2016
Q3 		$74K Hold
3,000
– – 0.04% 206
2016
Q2 		$73K Sell
3,000
-9,983
-77% -$240K 0.05% 206
2016
Q1 		$310K Sell
12,983
-13,400
-51% -$316K 0.26% 77
2015
Q4 		$670K Buy
+26,383
New +$686K 0.66% 48

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
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

Proficio Capital Partners's HEFA Position: Q1 2020 in Review

Proficio Capital Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2020, closing a stake of 94,929 shares — an estimated $2.9M sold.

Proficio Capital Partners first reported a position in HEFA in Q4 2015 and held it in 17 quarters. The position peaked at $6.2M in Q4 2016. 177 funds tracked by Wall St. Rank hold HEFA as of Q1 2020.

  • Proficio Capital Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • Proficio Capital Partners sold 94,929 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2020, an estimated $2.9M.
  • Proficio Capital Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2015 and held it in 17 quarters.
  • Proficio Capital Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $6.2M in Q4 2016.
  • 177 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2020.

Based on Proficio Capital Partners's 13F filing for Q1 2020, filed 6 May 2020.