Jones Financial Companies Lllp Grows Stake in iShares Currency Hedged MSCI EAFE ETF (BATS:HEFA)

Jones Financial Companies Lllp lifted its stake in iShares Currency Hedged MSCI EAFE ETF (BATS:HEFA) by 21.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 65,861 shares of the company’s stock after buying an additional 11,801 shares during the period. Jones Financial Companies Lllp’s holdings in iShares Currency Hedged MSCI EAFE ETF were worth $2,289,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of HEFA. Noble Wealth Management PBC acquired a new stake in iShares Currency Hedged MSCI EAFE ETF during the 4th quarter valued at $52,000. Private Trust Co. NA boosted its position in iShares Currency Hedged MSCI EAFE ETF by 25.5% in the 4th 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 last quarter. Exchange Capital Management Inc. grew its stake in shares of iShares Currency Hedged MSCI EAFE ETF by 0.9% during the fourth quarter. Exchange Capital Management Inc. now owns 305,939 shares of the company’s stock valued at $10,631,000 after acquiring an additional 2,798 shares in the last quarter. Richardson Capital Management LLC increased its position in shares of iShares Currency Hedged MSCI EAFE ETF by 409.1% during the fourth quarter. Richardson Capital Management LLC now owns 4,786 shares of the company’s stock worth $166,000 after acquiring an additional 3,846 shares during the last quarter. Finally, Sierra Ocean LLC acquired a new position in shares of iShares Currency Hedged MSCI EAFE ETF in the fourth quarter worth about $238,000.

iShares Currency Hedged MSCI EAFE ETF Stock Performance

Shares of HEFA opened at $37.46 on Thursday. iShares Currency Hedged MSCI EAFE ETF has a one year low of $26.88 and a one year high of $30.88. The stock has a 50-day moving average price of $36.02 and a 200 day moving average price of $35.44. The company has a market capitalization of $7.40 billion, a P/E 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.