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RiverGlades Family Offices’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

RiverGlades Family Offices’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
Q1 		– Sell
-62,625
Closed -$1.62M – 68
2018
Q4 		$1.62M Buy
+62,625
New +$1.74M 1.37% 28

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

RiverGlades Family Offices's HEFA Position: Q1 2019 in Review

RiverGlades Family Offices sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2019, closing a stake of 62,625 shares — an estimated $1.62M sold.

RiverGlades Family Offices first reported a position in HEFA in Q4 2018 and held it in 1 quarter. The position peaked at $1.62M in Q4 2018. 210 funds tracked by Wall St. Rank hold HEFA as of Q1 2019.

  • RiverGlades Family Offices reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2019 after selling out during the quarter.
  • RiverGlades Family Offices sold 62,625 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2019, an estimated $1.62M.
  • RiverGlades Family Offices first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2018 and held it in 1 quarter.
  • RiverGlades Family Offices's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.62M in Q4 2018.
  • 210 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2019.

Based on RiverGlades Family Offices's 13F filing for Q1 2019, filed 10 May 2019.