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

Stonehearth 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
2020 Q2	–	Sell	-13,196	Closed	-$319K	–	58
2020 Q1	$319K	Hold	13,196	–	–	0.26%	41
2019 Q4	$403K	Hold	13,196	–	–	0.27%	37
2019 Q3	$395K	Hold	13,196	–	–	0.29%	40
2019 Q2	$394K	Hold	13,196	–	–	0.29%	40
2019 Q1	$381K	Sell	13,196 -73	-0.6%	-$2.03K	0.29%	36
2018 Q4	$342K	Sell	13,269 -16,786	-56%	-$467K	0.29%	35
2018 Q3	$900K	Hold	30,055	–	–	0.69%	20
2018 Q2	$890K	Sell	30,055 -556	-2%	-$16.6K	0.7%	21
2018 Q1	$879K	Sell	30,611 -2,137	-7%	-$62.8K	0.68%	24
2017 Q4	$972K	Sell	32,748 -2,936	-8%	-$87.1K	0.74%	21
2017 Q3	$1.03M	Sell	35,684 -3,160	-8%	-$89.3K	0.81%	21
2017 Q2	$1.1M	Sell	38,844 -4,357	-10%	-$123K	0.87%	19
2017 Q1	$1.19M	Sell	43,201 -3,152	-7%	-$84.8K	0.92%	20
2016 Q4	$1.21M	Sell	46,353 -2,280	-5%	-$57.8K	0.95%	18
2016 Q3	$1.21M	Buy	+48,633	New	+$1.19M	0.94%	19

Other funds holding HEFA

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

PCIG

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

JMPWA

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

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

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

CCM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Stonehearth Capital Management's HEFA Position: Q2 2020 in Review

Stonehearth Capital Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2020, closing a stake of 13,196 shares — an estimated $319K sold.

Stonehearth Capital Management first reported a position in HEFA in Q3 2016 and held it in 15 quarters. The position peaked at $1.21M in Q4 2016. 167 funds tracked by Wall St. Rank hold HEFA as of Q2 2020.

Stonehearth Capital Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
Stonehearth Capital Management sold 13,196 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2020, an estimated $319K.
Stonehearth Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2016 and held it in 15 quarters.
Stonehearth Capital Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.21M in Q4 2016.
167 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2020.

Based on Stonehearth Capital Management's 13F filing for Q2 2020, filed 4 Aug 2020.