Ronald Blue & Co’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Ronald Blue & Co’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 Q2	$10.2M	Buy	359,846 +159,605	+80%	+$4.51M	0.33%	16
2017 Q1	$5.51M	Buy	200,241 +103,890	+108%	+$2.79M	0.19%	26
2016 Q4	$2.52M	Sell	96,351 -24,382	-20%	-$618K	0.1%	35
2016 Q3	$3M	Buy	120,733 +51,115	+73%	+$1.25M	0.12%	28
2016 Q2	$1.67M	Buy	69,618 +35,520	+104%	+$853K	0.08%	44
2016 Q1	$814K	Buy	+34,098	New	+$804K	0.04%	63

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Ronald Blue & Co's HEFA Position: Q2 2017 in Review

Ronald Blue & Co increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 80% in Q2 2017, buying an estimated $4.51M and bringing the position to 359,846 shares worth $10.2M. The position accounts for 0.33% of the portfolio, ranked #16.

Ronald Blue & Co first reported a position in HEFA in Q1 2016 and has held it in 6 quarters since. 198 funds tracked by Wall St. Rank hold HEFA as of Q2 2017.

Ronald Blue & Co held 359,846 shares of iShares Currency Hedged MSCI EAFE ETF worth $10.2M as of Q2 2017.
Ronald Blue & Co bought 159,605 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2017, an estimated $4.51M.
iShares Currency Hedged MSCI EAFE ETF made up 0.33% of Ronald Blue & Co's portfolio in Q2 2017, its #16 holding.
Ronald Blue & Co first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2016 and has held it in 6 quarters since.
198 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.