AWM
HEWG

Avior Wealth Management’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Avior Wealth Management’s Portfolio HEWG Stock Details HEWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-56
Closed -$1K – 511
2015
Q4 		$1K Buy
+56
New +$1.38K ﹤0.01% 440

Other funds holding HEWG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
WOA
Water Oak Advisors Winter Park, Florida $155M AUM 6.37% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avior Wealth Management's HEWG Position: Q1 2016 in Review

Avior Wealth Management sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q1 2016, closing a stake of 56 shares — an estimated $1K sold.

Avior Wealth Management first reported a position in HEWG in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 68 funds tracked by Wall St. Rank hold HEWG as of Q1 2016.

  • Avior Wealth Management reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q1 2016 after selling out during the quarter.
  • Avior Wealth Management sold 56 iShares Currency Hedged MSCI Germany ETF shares in Q1 2016, an estimated $1K.
  • Avior Wealth Management first reported a position in iShares Currency Hedged MSCI Germany ETF in Q4 2015 and held it in 1 quarter.
  • Avior Wealth Management's iShares Currency Hedged MSCI Germany ETF position peaked at $1K in Q4 2015.
  • 68 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q1 2016.

Based on Avior Wealth Management's 13F filing for Q1 2016, filed 27 Apr 2016.