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Strategic Wealth Partners Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Strategic Wealth Partners Group’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
-575
Closed -$17K – 39
2018
Q2 		$17K Sell
575
-3,032
-84% -$90.4K 0.34% 26
2018
Q1 		$104K Buy
+3,607
New +$106K 8.11% 4

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
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

Strategic Wealth Partners Group's HEFA Position: Q3 2018 in Review

Strategic Wealth Partners Group sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2018, closing a stake of 575 shares — an estimated $17K sold.

Strategic Wealth Partners Group first reported a position in HEFA in Q1 2018 and held it in 2 quarters. The position peaked at $104K in Q1 2018. 194 funds tracked by Wall St. Rank hold HEFA as of Q3 2018.

  • Strategic Wealth Partners Group reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners Group sold 575 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2018, an estimated $17K.
  • Strategic Wealth Partners Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2018 and held it in 2 quarters.
  • Strategic Wealth Partners Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $104K in Q1 2018.
  • 194 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2018.

Based on Strategic Wealth Partners Group's 13F filing for Q3 2018, filed 14 Nov 2018.