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

BigSur 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
2021 Q2	–	Sell	-3,136	Closed	-$100K	–	139
2021 Q1	$100K	Buy	+3,136	New	+$95.5K	0.05%	120
2020 Q3	–	Sell	-4,027	Closed	-$110K	–	114
2020 Q2	$110K	Hold	4,027	–	–	0.08%	94
2020 Q1	$87K	Hold	4,027	–	–	0.07%	98
2019 Q4	$117K	Buy	+4,027	New	+$114K	0.07%	110
2018 Q3	–	Sell	-13,640	Closed	-$379K	–	110
2018 Q2	$379K	Hold	13,640	–	–	0.28%	66
2018 Q1	$374K	Buy	+13,640	New	+$387K	0.27%	71
2017 Q1	–	Sell	-8,555	Closed	-$221K	–	89
2016 Q4	$221K	Buy	+8,555	New	+$209K	0.3%	70

Other funds holding HEWG

FTUS

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

TLCM

Twin Lakes Capital Management Redwood Shores, California $220M AUM 31.75% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

BigSur Wealth Management's HEWG Position: Q2 2021 in Review

BigSur Wealth Management sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q2 2021, closing a stake of 3,136 shares — an estimated $100K sold.

BigSur Wealth Management first reported a position in HEWG in Q4 2016 and held it in 7 quarters. The position peaked at $379K in Q2 2018. 29 funds tracked by Wall St. Rank hold HEWG as of Q2 2021.

BigSur Wealth Management reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q2 2021 after selling out during the quarter.
BigSur Wealth Management sold 3,136 iShares Currency Hedged MSCI Germany ETF shares in Q2 2021, an estimated $100K.
BigSur Wealth Management first reported a position in iShares Currency Hedged MSCI Germany ETF in Q4 2016 and held it in 7 quarters.
BigSur Wealth Management's iShares Currency Hedged MSCI Germany ETF position peaked at $379K in Q2 2018.
29 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q2 2021.

Based on BigSur Wealth Management's 13F filing for Q2 2021, filed 29 Jul 2021.