Castle Wealth Management’s iShares Currency Hedged MSCI United Kingdom ETF HEWU Stock Holding History

Castle Wealth Management’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
2022 Q4	–	Sell	-200	Closed	-$5K	–	696
2022 Q3	$5K	Sell	200 -250	-56%	-$6.02K	﹤0.01%	504
2022 Q2	$11K	Buy	+450	New	+$11.1K	0.01%	393

Other funds holding HEWU

FTUS

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

OMC

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Castle Wealth Management's HEWU Position: Q4 2022 in Review

Castle Wealth Management sold out of iShares Currency Hedged MSCI United Kingdom ETF (HEWU) in Q4 2022, closing a stake of 200 shares — an estimated $5K sold.

Castle Wealth Management first reported a position in HEWU in Q2 2022 and held it in 2 quarters. The position peaked at $11K in Q2 2022. 8 funds tracked by Wall St. Rank hold HEWU as of Q4 2022.

Castle Wealth Management reported no remaining iShares Currency Hedged MSCI United Kingdom ETF position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 200 iShares Currency Hedged MSCI United Kingdom ETF shares in Q4 2022, an estimated $5K.
Castle Wealth Management first reported a position in iShares Currency Hedged MSCI United Kingdom ETF in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's iShares Currency Hedged MSCI United Kingdom ETF position peaked at $11K in Q2 2022.
8 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI United Kingdom ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.