Wellington Altus USA Inc. Trims Position in iShares Currency Hedged MSCI EAFE ETF $HEFA

Wellington Altus USA Inc. cut its position in shares of iShares Currency Hedged MSCI EAFE ETF (BATS:HEFAFree Report) by 6.8% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 163,164 shares of the company’s stock after selling 11,975 shares during the period. iShares Currency Hedged MSCI EAFE ETF makes up about 5.0% of Wellington Altus USA Inc.’s portfolio, making the stock its 2nd biggest holding. Wellington Altus USA Inc. owned about 0.10% of iShares Currency Hedged MSCI EAFE ETF worth $7,657,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. CX Institutional raised its holdings in shares of iShares Currency Hedged MSCI EAFE ETF by 0.3% during the 2nd quarter. CX Institutional now owns 274,278 shares of the company’s stock worth $12,871,000 after acquiring an additional 928 shares in the last quarter. Crescent Grove Advisors LLC increased its position in iShares Currency Hedged MSCI EAFE ETF by 7.5% in the first quarter. Crescent Grove Advisors LLC now owns 218,230 shares of the company’s stock worth $9,274,000 after purchasing an additional 15,279 shares during the last quarter. EverSource Wealth Advisors LLC increased its position in iShares Currency Hedged MSCI EAFE ETF by 49.3% in the first quarter. EverSource Wealth Advisors LLC now owns 118,144 shares of the company’s stock worth $5,021,000 after purchasing an additional 39,002 shares during the last quarter. Ascentis Independent Advisors raised its stake in iShares Currency Hedged MSCI EAFE ETF by 21.8% during the first quarter. Ascentis Independent Advisors now owns 49,439 shares of the company’s stock valued at $2,101,000 after purchasing an additional 8,843 shares in the last quarter. Finally, Valeo Financial Advisors LLC raised its stake in iShares Currency Hedged MSCI EAFE ETF by 1.6% during the second quarter. Valeo Financial Advisors LLC now owns 37,433 shares of the company’s stock valued at $1,757,000 after purchasing an additional 575 shares in the last quarter.

iShares Currency Hedged MSCI EAFE ETF Stock Performance

HEFA stock traded up $0.42 during trading on Thursday, hitting $46.81. 359,114 shares of the company’s stock traded hands, compared to its average volume of 694,225. iShares Currency Hedged MSCI EAFE ETF has a 52 week low of $39.13 and a 52 week high of $47.99. The stock has a market capitalization of $7.89 billion, a price-to-earnings ratio of 15.74 and a beta of 0.67. The business has a fifty day simple moving average of $46.83 and a 200 day simple moving average of $45.32.

iShares Currency Hedged MSCI EAFE ETF Profile

(Free Report)

The iShares Currency Hedged MSCI EAFE ETF (HEFA) is an exchange-traded fund that mostly invests in total market equity. The fund tracks a market cap-weighted, USD-hedged index of large- and mid-cap stocks from developed countries outside the US and Canada. HEFA was launched on Jan 31, 2014 and is managed by BlackRock.

See Also

Institutional Ownership by Quarter for iShares Currency Hedged MSCI EAFE ETF (BATS:HEFA)

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