Winslow Evans & Crocker’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Winslow Evans & Crocker’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 Q1	–	Sell	-70	Closed	-$2.08K	–	1133
2017 Q4	$2.08K	Hold	70	–	–	﹤0.01%	1030
2017 Q3	$2.03K	Sell	70 -1,045	-94%	-$29.5K	﹤0.01%	1026
2017 Q2	$31.7K	Sell	1,115 -1	-0.1%	-$28	0.01%	655
2017 Q1	$30.7K	Hold	1,116	–	–	0.01%	649
2016 Q4	$29.1K	Hold	1,116	–	–	0.01%	657
2016 Q3	$27.7K	Hold	1,116	–	–	0.01%	664
2016 Q2	$26.7K	Buy	1,116 +1	+0.1%	+$24	0.01%	638
2016 Q1	$26.6K	Sell	1,115 -1	-0.1%	-$24	0.01%	634
2015 Q4	$28.3K	Buy	+1,116	New	+$29K	0.01%	662

Other funds holding HEFA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Winslow Evans & Crocker's HEFA Position: Q1 2018 in Review

Winslow Evans & Crocker sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2018, closing a stake of 70 shares — an estimated $2.08K sold.

Winslow Evans & Crocker first reported a position in HEFA in Q4 2015 and held it in 9 quarters. The position peaked at $31.7K in Q2 2017. 221 funds tracked by Wall St. Rank hold HEFA as of Q1 2018.

Winslow Evans & Crocker reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2018 after selling out during the quarter.
Winslow Evans & Crocker sold 70 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2018, an estimated $2.08K.
Winslow Evans & Crocker first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2015 and held it in 9 quarters.
Winslow Evans & Crocker's iShares Currency Hedged MSCI EAFE ETF position peaked at $31.7K in Q2 2017.
221 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2018.

Based on Winslow Evans & Crocker's 13F filing for Q1 2018, filed 26 Apr 2018.