Immaculate Wealth Management LLC Makes New $1.16 Million Investment in iShares Currency Hedged MSCI EAFE ETF $HEFA

Immaculate Wealth Management LLC acquired a new stake in iShares Currency Hedged MSCI EAFE ETF (BATS:HEFA) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 27,321 shares of the company’s stock, valued at approximately $1,161,000. iShares Currency Hedged MSCI EAFE ETF accounts for approximately 9.2% of Immaculate Wealth Management LLC’s holdings, making the stock its 3rd largest holding.

A number of other hedge funds also recently made changes to their positions in the business. Arkadios Wealth Advisors boosted its stake in shares of iShares Currency Hedged MSCI EAFE ETF by 46.8% during the 1st quarter. Arkadios Wealth Advisors now owns 17,029 shares of the company’s stock worth $724,000 after acquiring an additional 5,427 shares during the period. EverSource Wealth Advisors LLC raised its stake in iShares Currency Hedged MSCI EAFE ETF by 49.3% in the 1st quarter. EverSource Wealth Advisors LLC now owns 118,144 shares of the company’s stock valued at $5,021,000 after acquiring an additional 39,002 shares during the period. Parallel Advisors LLC lifted its holdings in iShares Currency Hedged MSCI EAFE ETF by 163.3% during the 1st quarter. Parallel Advisors LLC now owns 12,505 shares of the company’s stock valued at $531,000 after purchasing an additional 7,755 shares during the last quarter. Crescent Grove Advisors LLC lifted its holdings in iShares Currency Hedged MSCI EAFE ETF by 7.5% during the 1st quarter. Crescent Grove Advisors LLC now owns 218,230 shares of the company’s stock valued at $9,274,000 after purchasing an additional 15,279 shares during the last quarter. Finally, Bessemer Group Inc. lifted its holdings in iShares Currency Hedged MSCI EAFE ETF by 39.9% during the 1st quarter. Bessemer Group Inc. now owns 1,186 shares of the company’s stock valued at $50,000 after purchasing an additional 338 shares during the last quarter.

iShares Currency Hedged MSCI EAFE ETF Price Performance

HEFA stock opened at $46.45 on Friday. The company has a fifty day moving average price of $46.14 and a two-hundred day moving average price of $44.50. iShares Currency Hedged MSCI EAFE ETF has a one year low of $37.05 and a one year high of $47.18. The stock has a market cap of $7.83 billion, a price-to-earnings ratio of 15.74 and a beta of 0.67.

iShares Currency Hedged MSCI EAFE ETF 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.