Crescent Grove Advisors LLC Has $9.27 Million Stake in iShares Currency Hedged MSCI EAFE ETF $HEFA

Crescent Grove Advisors LLC lifted its stake in iShares Currency Hedged MSCI EAFE ETF (BATS:HEFA) by 7.5% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 218,230 shares of the company’s stock after purchasing an additional 15,279 shares during the quarter. iShares Currency Hedged MSCI EAFE ETF accounts for approximately 0.9% of Crescent Grove Advisors LLC’s investment portfolio, making the stock its 28th largest holding. Crescent Grove Advisors LLC’s holdings in iShares Currency Hedged MSCI EAFE ETF were worth $9,274,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Ameriprise Financial Inc. increased its stake in iShares Currency Hedged MSCI EAFE ETF by 14.7% during the 2nd quarter. Ameriprise Financial Inc. now owns 6,618,320 shares of the company’s stock worth $251,244,000 after acquiring an additional 848,415 shares during the period. Triumph Capital Management bought a new stake in shares of iShares Currency Hedged MSCI EAFE ETF during the 3rd quarter valued at $49,000. Sunbelt Securities Inc. grew its holdings in shares of iShares Currency Hedged MSCI EAFE ETF by 5,154.1% during the 3rd quarter. Sunbelt Securities Inc. now owns 1,944 shares of the company’s stock worth $77,000 after purchasing an additional 1,907 shares in the last quarter. VERITY Wealth Advisors grew its holdings in shares of iShares Currency Hedged MSCI EAFE ETF by 0.8% during the 4th quarter. VERITY Wealth Advisors now owns 72,685 shares of the company’s stock worth $3,006,000 after purchasing an additional 581 shares in the last quarter. Finally, Nova Wealth Management Inc. increased its position in shares of iShares Currency Hedged MSCI EAFE ETF by 52.3% in the fourth quarter. Nova Wealth Management Inc. now owns 25,417 shares of the company’s stock worth $1,051,000 after purchasing an additional 8,732 shares during the period.

iShares Currency Hedged MSCI EAFE ETF Stock Performance

Shares of BATS HEFA opened at $45.88 on Friday. The stock has a market capitalization of $7.73 billion, a P/E ratio of 15.74 and a beta of 0.67. The stock’s fifty day moving average is $45.84 and its 200 day moving average is $44.20. iShares Currency Hedged MSCI EAFE ETF has a 52 week low of $37.05 and a 52 week high of $47.18.

About iShares Currency Hedged MSCI EAFE ETF

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.