Advisor Group’s iShares Currency Hedged MSCI Switzerland ETF HEWL Stock Holding History

Advisor Group’s Portfolio HEWL Stock Details HEWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$89K	Buy	2,872 +1,156	+67%	+$35K	﹤0.01%	3029
2019 Q3	$51K	Buy	1,716 +21	+1%	+$611	﹤0.01%	3387
2019 Q2	$50K	Buy	+1,695	New	+$48.4K	﹤0.01%	3368

Other funds holding HEWL

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Advisor Group's HEWL Position: Q4 2019 in Review

Advisor Group increased its iShares Currency Hedged MSCI Switzerland ETF (HEWL) stake by 67% in Q4 2019, buying an estimated $35K and bringing the position to 2,872 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #3029.

Advisor Group first reported a position in HEWL in Q2 2019 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold HEWL as of Q4 2019.

Advisor Group held 2,872 shares of iShares Currency Hedged MSCI Switzerland ETF worth $89K as of Q4 2019.
Advisor Group bought 1,156 iShares Currency Hedged MSCI Switzerland ETF shares in Q4 2019, an estimated $35K.
iShares Currency Hedged MSCI Switzerland ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3029 holding.
Advisor Group first reported a position in iShares Currency Hedged MSCI Switzerland ETF in Q2 2019 and has held it in 3 quarters since.
8 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Switzerland ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.