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Wealthspire Advisors (Maryland)’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-346
Closed -$10K – 2429
2018
Q2 		$10K Buy
+346
New +$10.3K ﹤0.01% 1537
2016
Q4 		– Sell
-549
Closed -$14K – 1787
2016
Q3 		$14K Buy
+549
New +$13.4K ﹤0.01% 1165

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HEFA Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2018, closing a stake of 346 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in HEFA in Q3 2016 and held it in 2 quarters. The position peaked at $14K in Q3 2016. 194 funds tracked by Wall St. Rank hold HEFA as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 346 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2018, an estimated $10K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2016 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s iShares Currency Hedged MSCI EAFE ETF position peaked at $14K in Q3 2016.
  • 194 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.