EverSource Wealth Advisors LLC Sells 623 Shares of iShares Currency Hedged MSCI EAFE ETF (BATS:HEFA)

EverSource Wealth Advisors LLC cut its holdings in shares of iShares Currency Hedged MSCI EAFE ETF (BATS:HEFA) by 33.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,254 shares of the company’s stock after selling 623 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in iShares Currency Hedged MSCI EAFE ETF were worth $44,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. IHT Wealth Management LLC grew its position in iShares Currency Hedged MSCI EAFE ETF by 0.4% in the third quarter. IHT Wealth Management LLC now owns 89,974 shares of the company’s stock worth $3,187,000 after acquiring an additional 389 shares in the last quarter. Burkett Financial Services LLC boosted its position in shares of iShares Currency Hedged MSCI EAFE ETF by 1.2% during the fourth quarter. Burkett Financial Services LLC now owns 29,784 shares of the company’s stock valued at $1,035,000 after buying an additional 355 shares during the period. Kingswood Wealth Advisors LLC purchased a new position in shares of iShares Currency Hedged MSCI EAFE ETF during the fourth quarter valued at approximately $220,000. Private Trust Co. NA boosted its position in shares of iShares Currency Hedged MSCI EAFE ETF by 25.5% during the fourth quarter. Private Trust Co. NA now owns 3,546 shares of the company’s stock valued at $123,000 after buying an additional 721 shares during the period. Finally, Jones Financial Companies Lllp boosted its position in shares of iShares Currency Hedged MSCI EAFE ETF by 21.8% during the fourth quarter. Jones Financial Companies Lllp now owns 65,861 shares of the company’s stock valued at $2,289,000 after buying an additional 11,801 shares during the period.

iShares Currency Hedged MSCI EAFE ETF Price Performance

Shares of BATS:HEFA opened at $37.44 on Thursday. The business has a 50 day simple moving average of $36.48 and a two-hundred day simple moving average of $35.59. iShares Currency Hedged MSCI EAFE ETF has a 1 year low of $31.39 and a 1 year high of $37.78. The firm has a market capitalization of $7.39 billion, a PE ratio of 17.32 and a beta of 0.71.

iShares Currency Hedged MSCI EAFE ETF Company Profile

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.