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Treybourne Wealth Planners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Treybourne Wealth Planners’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 		$422K Hold
12,196
– – 0.26% 29
2021
Q1 		$402K Sell
12,196
-165,982
-93% -$5.29M 0.28% 28
2020
Q4 		$5.43M Buy
+178,178
New +$5.2M 3.91% 7

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

Treybourne Wealth Planners's HEFA Position: Q2 2021 in Review

Treybourne Wealth Planners held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2021 at 12,196 shares worth $422K. The position accounts for 0.26% of the portfolio, ranked #29.

Treybourne Wealth Planners first reported a position in HEFA in Q4 2020 and has held it in 3 quarters since. The position peaked at $5.43M in Q4 2020. 176 funds tracked by Wall St. Rank hold HEFA as of Q2 2021.

  • Treybourne Wealth Planners held 12,196 shares of iShares Currency Hedged MSCI EAFE ETF worth $422K as of Q2 2021.
  • Treybourne Wealth Planners left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2021.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.26% of Treybourne Wealth Planners's portfolio in Q2 2021, its #29 holding.
  • Treybourne Wealth Planners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2020 and has held it in 3 quarters since.
  • Treybourne Wealth Planners's iShares Currency Hedged MSCI EAFE ETF position peaked at $5.43M in Q4 2020.
  • 176 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2021.

Based on Treybourne Wealth Planners's 13F filing for Q2 2021, filed 29 Jul 2021.