SWS Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

SWS Partners’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 Q2	–	Sell	-193	Closed	-$5K	–	191
2018 Q1	$5K	Hold	193	–	–	﹤0.01%	311
2017 Q4	$6K	Buy	+193	New	+$5.73K	﹤0.01%	308

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

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

CCM

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

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

SWS Partners's HEFA Position: Q2 2018 in Review

SWS Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2018, closing a stake of 193 shares — an estimated $5K sold.

SWS Partners first reported a position in HEFA in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q4 2017. 200 funds tracked by Wall St. Rank hold HEFA as of Q2 2018.

SWS Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 193 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2018, an estimated $5K.
SWS Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2017 and held it in 2 quarters.
SWS Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $6K in Q4 2017.
200 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.