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

Telemus Capital’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
Q2 		– Sell
-6,387
Closed -$215K – 367
2021
Q1 		$215K Sell
6,387
-22,189
-78% -$707K 0.01% 366
2020
Q4 		$871K Sell
28,576
-664
-2% -$19.4K 0.06% 190
2020
Q3 		$818K Sell
29,240
-979
-3% -$27.1K 0.06% 223
2020
Q2 		$835K Sell
30,219
-617
-2% -$16.2K 0.07% 199
2020
Q1 		$829K Sell
30,836
-1,260
-4% -$35.9K 0.07% 191
2019
Q4 		$979K Sell
32,096
-694
-2% -$21.2K 0.08% 185
2019
Q3 		$982K Buy
32,790
+4,420
+16% +$129K 0.08% 178
2019
Q2 		$795K Sell
28,370
-28,494
-50% -$837K 0.07% 185
2019
Q1 		$1.64M Sell
56,864
-184,722
-76% -$5.14M 0.12% 132
2018
Q4 		$6.24M Buy
241,586
+6,115
+3% +$170K 0.5% 49
2018
Q3 		$7.05M Buy
235,471
+1,803
+0.8% +$53.2K 0.53% 42
2018
Q2 		$6.92M Buy
233,668
+15,644
+7% +$466K 0.53% 42
2018
Q1 		$6.26M Sell
218,024
-5,455
-2% -$160K 0.5% 47
2017
Q4 		$6.63M Buy
+223,479
New +$6.63M 0.51% 39

Other funds holding HEFA

Goldman Sachs
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JMPWA
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

Telemus Capital's HEFA Position: Q2 2021 in Review

Telemus Capital sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2021, closing a stake of 6,387 shares — an estimated $215K sold.

Telemus Capital first reported a position in HEFA in Q4 2017 and held it in 14 quarters. The position peaked at $7.05M in Q3 2018. 176 funds tracked by Wall St. Rank hold HEFA as of Q2 2021.

  • Telemus Capital reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2021 after selling out during the quarter.
  • Telemus Capital sold 6,387 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2021, an estimated $215K.
  • Telemus Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2017 and held it in 14 quarters.
  • Telemus Capital's iShares Currency Hedged MSCI EAFE ETF position peaked at $7.05M in Q3 2018.
  • 176 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2021.

Based on Telemus Capital's 13F filing for Q2 2021, filed 9 Aug 2021.