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V Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

V Wealth Advisors’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
2017
Q3 		– Sell
-1,197
Closed -$34K – 420
2017
Q2 		$34K Buy
+1,197
New +$33.8K 0.02% 370

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

V Wealth Advisors's HEFA Position: Q3 2017 in Review

V Wealth Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2017, closing a stake of 1,197 shares — an estimated $34K sold.

V Wealth Advisors first reported a position in HEFA in Q2 2017 and held it in 1 quarter. The position peaked at $34K in Q2 2017. 195 funds tracked by Wall St. Rank hold HEFA as of Q3 2017.

  • V Wealth Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 1,197 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2017, an estimated $34K.
  • V Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $34K in Q2 2017.
  • 195 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.