YorkBridge Wealth Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-400	Closed	-$12K	–	376
2019 Q2	$12K	Hold	400	–	–	0.01%	520
2019 Q1	$12K	Hold	400	–	–	0.01%	548
2018 Q4	$10K	Hold	400	–	–	0.01%	569
2018 Q3	$12K	Hold	400	–	–	0.01%	585
2018 Q2	$12K	Hold	400	–	–	0.01%	598
2018 Q1	$12K	Hold	400	–	–	0.01%	597
2017 Q4	$11K	Hold	400	–	–	0.01%	617
2017 Q3	$12K	Hold	400	–	–	0.01%	611
2017 Q2	$11K	Buy	400 +125	+45%	+$3.53K	0.01%	614
2017 Q1	$8K	Buy	+275	New	+$7.39K	﹤0.01%	642

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

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

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

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

CCM

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

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

YorkBridge Wealth Partners's HEFA Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2019, closing a stake of 400 shares — an estimated $12K sold.

YorkBridge Wealth Partners first reported a position in HEFA in Q1 2017 and held it in 10 quarters. The position peaked at $12K in Q2 2019. 200 funds tracked by Wall St. Rank hold HEFA as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 400 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2019, an estimated $12K.
YorkBridge Wealth Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2017 and held it in 10 quarters.
YorkBridge Wealth Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $12K in Q2 2019.
200 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.