Bank of Montreal’s iShares Currency Hedged MSCI United Kingdom ETF HEWU Stock Holding History

Bank of Montreal’s Portfolio HEWU Stock Details HEWU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,384	Closed	-$242K	–	4369
2023 Q2	$242K	Buy	9,384 +4,833	+106%	+$125K	﹤0.01%	3102
2023 Q1	$116K	Buy	4,551 +4,386	+2,658%	+$113K	﹤0.01%	3207
2022 Q4	$4.18K	Buy	+165	New	+$4.01K	﹤0.01%	3851
2018 Q3	–	Sell	-56,200	Closed	-$1.39M	–	4940
2018 Q2	$1.39M	Sell	56,200 -2,622	-4%	-$63.9K	﹤0.01%	1829
2018 Q1	$1.33M	Buy	+58,822	New	+$1.38M	﹤0.01%	1768

Other funds holding HEWU

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

FTUS

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Montreal's HEWU Position: Q3 2023 in Review

Bank of Montreal sold out of iShares Currency Hedged MSCI United Kingdom ETF (HEWU) in Q3 2023, closing a stake of 9,384 shares — an estimated $242K sold.

Bank of Montreal first reported a position in HEWU in Q1 2018 and held it in 5 quarters. The position peaked at $1.39M in Q2 2018. 5 funds tracked by Wall St. Rank hold HEWU as of Q3 2023.

Bank of Montreal reported no remaining iShares Currency Hedged MSCI United Kingdom ETF position as of Q3 2023 after selling out during the quarter.
Bank of Montreal sold 9,384 iShares Currency Hedged MSCI United Kingdom ETF shares in Q3 2023, an estimated $242K.
Bank of Montreal first reported a position in iShares Currency Hedged MSCI United Kingdom ETF in Q1 2018 and held it in 5 quarters.
Bank of Montreal's iShares Currency Hedged MSCI United Kingdom ETF position peaked at $1.39M in Q2 2018.
5 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI United Kingdom ETF as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.