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Robertson Stephens Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Robertson Stephens Advisors’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
Q3 		$433K Hold
14,963
– – 0.37% 47
2017
Q2 		$425K Hold
14,963
– – 0.38% 47
2017
Q1 		$412K Hold
14,963
– – 0.37% 58
2016
Q4 		$391K Buy
+14,963
New +$379K 0.22% 93

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Robertson Stephens Advisors's HEFA Position: Q3 2017 in Review

Robertson Stephens Advisors held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q3 2017 at 14,963 shares worth $433K. The position accounts for 0.37% of the portfolio, ranked #47.

Robertson Stephens Advisors first reported a position in HEFA in Q4 2016 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold HEFA as of Q3 2017.

  • Robertson Stephens Advisors held 14,963 shares of iShares Currency Hedged MSCI EAFE ETF worth $433K as of Q3 2017.
  • Robertson Stephens Advisors left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q3 2017.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.37% of Robertson Stephens Advisors's portfolio in Q3 2017, its #47 holding.
  • Robertson Stephens Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2016 and has held it in 4 quarters since.
  • 195 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.