Seneca House Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Seneca House 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
2018 Q3	–	Sell	-7,344	Closed	-$217K	–	101
2018 Q2	$217K	Hold	7,344	–	–	0.18%	88
2018 Q1	$211K	Sell	7,344 -841	-10%	-$24.7K	0.18%	90
2017 Q4	$243K	Buy	+8,185	New	+$243K	0.21%	85

Other funds holding HEFA

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

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

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

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Seneca House Advisors's HEFA Position: Q3 2018 in Review

Seneca House Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2018, closing a stake of 7,344 shares — an estimated $217K sold.

Seneca House Advisors first reported a position in HEFA in Q4 2017 and held it in 3 quarters. The position peaked at $243K in Q4 2017. 194 funds tracked by Wall St. Rank hold HEFA as of Q3 2018.

Seneca House Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2018 after selling out during the quarter.
Seneca House Advisors sold 7,344 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2018, an estimated $217K.
Seneca House Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2017 and held it in 3 quarters.
Seneca House Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $243K in Q4 2017.
194 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2018.

Based on Seneca House Advisors's 13F filing for Q3 2018, filed 19 Oct 2018.