Weaver Consulting Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Weaver Consulting Group’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 Q4	–	Sell	-495	Closed	-$14K	–	450
2020 Q3	$14K	Hold	495	–	–	0.01%	476
2020 Q2	$14K	Hold	495	–	–	0.01%	451
2020 Q1	$12K	Hold	495	–	–	0.01%	416
2019 Q4	$15K	Hold	495	–	–	0.01%	410
2019 Q3	$15K	Hold	495	–	–	0.01%	401
2019 Q2	$15K	Hold	495	–	–	0.01%	378
2019 Q1	$15K	Buy	+495	New	+$13.8K	﹤0.01%	811

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Weaver Consulting Group's HEFA Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2020, closing a stake of 495 shares — an estimated $14K sold.

Weaver Consulting Group first reported a position in HEFA in Q1 2019 and held it in 7 quarters. The position peaked at $15K in Q4 2019. 167 funds tracked by Wall St. Rank hold HEFA as of Q4 2020.

Weaver Consulting Group reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 495 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2020, an estimated $14K.
Weaver Consulting Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $15K in Q4 2019.
167 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.