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United Services Automobile Association’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

United Services Automobile Association’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
2020
Q1 		– Sell
-320,400
Closed -$9.77M – 272
2019
Q4 		$9.77M Hold
320,400
– – 0.11% 116
2019
Q3 		$9.59M Hold
320,400
– – 0.12% 114
2019
Q2 		$9.55M Hold
320,400
– – 0.02% 568
2019
Q1 		$9.25M Hold
320,400
– – 0.02% 563
2018
Q4 		$8.27M Sell
320,400
-55,400
-15% -$1.54M 0.02% 564
2018
Q3 		$11.3M Buy
375,800
+73,800
+24% +$2.18M 0.03% 528
2018
Q2 		$8.94M Hold
302,000
– – 0.02% 593
2018
Q1 		$8.67M Hold
302,000
– – 0.02% 588
2017
Q4 		$8.96M Hold
302,000
– – 0.02% 573
2017
Q3 		$8.74M Sell
302,000
-2,397,500
-89% -$67.8M 0.03% 562
2017
Q2 		$76.7M Sell
2,699,500
-1,712,500
-39% -$48.4M 0.23% 95
2017
Q1 		$121M Buy
4,412,000
+222,000
+5% +$5.97M 0.38% 60
2016
Q4 		$109M Buy
4,190,000
+3,191,600
+320% +$80.9M 0.37% 59
2016
Q3 		$24.8M Hold
998,400
– – 0.08% 274
2016
Q2 		$23.9M Hold
998,400
– – 0.09% 276
2016
Q1 		$23.8M Buy
998,400
+147,300
+17% +$3.47M 0.09% 273
2015
Q4 		$21.6M Sell
851,100
-48,100
-5% -$1.25M 0.08% 285
2015
Q3 		$22.1M Buy
899,200
+187,300
+26% +$4.95M 0.08% 274
2015
Q2 		$19.4M Buy
711,900
+269,800
+61% +$7.66M 0.07% 319
2015
Q1 		$12.3M Buy
+442,100
New +$11.8M 0.04% 423

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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

United Services Automobile Association's HEFA Position: Q1 2020 in Review

United Services Automobile Association sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2020, closing a stake of 320,400 shares — an estimated $9.77M sold.

United Services Automobile Association first reported a position in HEFA in Q1 2015 and held it in 20 quarters. The position peaked at $121M in Q1 2017. 177 funds tracked by Wall St. Rank hold HEFA as of Q1 2020.

  • United Services Automobile Association reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • United Services Automobile Association sold 320,400 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2020, an estimated $9.77M.
  • United Services Automobile Association first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2015 and held it in 20 quarters.
  • United Services Automobile Association's iShares Currency Hedged MSCI EAFE ETF position peaked at $121M in Q1 2017.
  • 177 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2020.

Based on United Services Automobile Association's 13F filing for Q1 2020, filed 14 May 2020.