Strategic Point Investment Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Strategic Point Investment 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
2016 Q2	–	Sell	-969,401	Closed	-$23.1M	–	13
2016 Q1	$23.1M	Buy	969,401 +25,307	+3%	+$597K	10.4%	3
2015 Q4	$24M	Sell	944,094 -5,745	-0.6%	-$149K	10.28%	3
2015 Q3	$23.3M	Buy	949,839 +12,444	+1%	+$329K	10.83%	3
2015 Q2	$25.6M	Buy	937,395 +656,365	+234%	+$18.6M	5.07%	3
2015 Q1	$7.83M	Buy	+281,030	New	+$7.51M	2.96%	9

Other funds holding HEFA

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Mercer Investments Boston, Massachusetts $62.6M AUM 17.6% 1-Year Est. Return

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

CCM

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

Strategic Point Investment Advisors's HEFA Position: Q2 2016 in Review

Strategic Point Investment Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2016, closing a stake of 969,401 shares — an estimated $23.1M sold.

Strategic Point Investment Advisors first reported a position in HEFA in Q1 2015 and held it in 5 quarters. The position peaked at $25.6M in Q2 2015. 134 funds tracked by Wall St. Rank hold HEFA as of Q2 2016.

Strategic Point Investment Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2016 after selling out during the quarter.
Strategic Point Investment Advisors sold 969,401 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2016, an estimated $23.1M.
Strategic Point Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2015 and held it in 5 quarters.
Strategic Point Investment Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $25.6M in Q2 2015.
134 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2016.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2016, filed 21 Jul 2016.