Silvant Capital Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Silvant Capital Management’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
2021 Q1	–	Sell	-12,961	Closed	-$395K	–	340
2020 Q4	$395K	Hold	12,961	–	–	0.07%	144
2020 Q3	$357K	Hold	12,961	–	–	0.07%	129
2020 Q2	$358K	Hold	12,961	–	–	0.06%	129
2020 Q1	$314K	Hold	12,961	–	–	0.07%	126
2019 Q4	$396K	Hold	12,961	–	–	0.07%	127
2019 Q3	$388K	Hold	12,961	–	–	0.08%	121
2019 Q2	$386K	Hold	12,961	–	–	0.07%	135
2019 Q1	$374K	Hold	12,961	–	–	0.07%	137
2018 Q4	$338K	Hold	12,961	–	–	0.07%	135
2018 Q3	$388K	Hold	12,961	–	–	0.05%	144
2018 Q2	$384K	Hold	12,961	–	–	0.05%	139
2018 Q1	$372K	Buy	+12,961	New	+$381K	0.05%	144

Other funds holding HEFA

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

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of New York Mellon

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Bank of America

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