Arkadios Wealth Advisors Lowers Stock Holdings in iShares Currency Hedged MSCI EAFE ETF (BATS:HEFA)

Arkadios Wealth Advisors reduced its stake in iShares Currency Hedged MSCI EAFE ETF (BATS:HEFA) by 14.3% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,648 shares of the company’s stock after selling 2,107 shares during the quarter. Arkadios Wealth Advisors’ holdings in iShares Currency Hedged MSCI EAFE ETF were worth $448,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also bought and sold shares of HEFA. Ashton Thomas Private Wealth LLC raised its stake in iShares Currency Hedged MSCI EAFE ETF by 10.1% in the first quarter. Ashton Thomas Private Wealth LLC now owns 20,225 shares of the company’s stock valued at $705,000 after purchasing an additional 1,863 shares in the last quarter. BNP Paribas Financial Markets raised its stake in iShares Currency Hedged MSCI EAFE ETF by 159.6% in the first quarter. BNP Paribas Financial Markets now owns 1,145 shares of the company’s stock valued at $40,000 after purchasing an additional 704 shares in the last quarter. Janney Montgomery Scott LLC raised its stake in iShares Currency Hedged MSCI EAFE ETF by 1,066.3% in the first quarter. Janney Montgomery Scott LLC now owns 1,340,721 shares of the company’s stock valued at $46,764,000 after purchasing an additional 1,225,766 shares in the last quarter. Liberty Wealth Management LLC purchased a new stake in iShares Currency Hedged MSCI EAFE ETF in the first quarter valued at approximately $1,535,000. Finally, Commonwealth Retirement Investments LLC purchased a new stake in iShares Currency Hedged MSCI EAFE ETF in the first quarter valued at approximately $583,000.

iShares Currency Hedged MSCI EAFE ETF Price Performance

Shares of HEFA opened at $35.07 on Thursday. The firm’s 50 day simple moving average is $35.11 and its 200 day simple moving average is $35.04. The company has a market capitalization of $6.79 billion, a P/E ratio of 16.31 and a beta of 0.62. iShares Currency Hedged MSCI EAFE ETF has a 1-year low of $26.88 and a 1-year high of $30.88.

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.