CWA
HEWG

Constellation Wealth Advisors’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Constellation Wealth Advisors’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
2015
Q3 		$234K Buy
+10,320
New +$258K 0.03% 80

Other funds holding HEWG

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

Constellation Wealth Advisors's HEWG Position: Q3 2015 in Review

Constellation Wealth Advisors opened a new position in iShares Currency Hedged MSCI Germany ETF (HEWG) in Q3 2015: 10,320 shares worth $234K. The stake represents 0.03% of the portfolio and ranks #80 among its holdings.

87 funds tracked by Wall St. Rank hold HEWG as of Q3 2015.

  • Constellation Wealth Advisors held 10,320 shares of iShares Currency Hedged MSCI Germany ETF worth $234K as of Q3 2015.
  • iShares Currency Hedged MSCI Germany ETF was a new Constellation Wealth Advisors position in Q3 2015.
  • iShares Currency Hedged MSCI Germany ETF made up 0.03% of Constellation Wealth Advisors's portfolio in Q3 2015, its #80 holding.
  • 87 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.