EAMA
HEWU

EFG Asset Management (Americas)’s iShares Currency Hedged MSCI United Kingdom ETF HEWU Stock Holding History

EFG Asset Management (Americas)’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
2020
Q1 		– Sell
-16,519
Closed -$431K – 128
2019
Q4 		$431K Sell
16,519
-1,000
-6% -$23.8K 0.11% 106
2019
Q3 		$453K Sell
17,519
-1,176
-6% -$27.9K 0.14% 96
2019
Q2 		$488K Sell
18,695
-340
-2% -$8.16K 0.14% 98
2019
Q1 		$482K Sell
19,035
-1,058
-5% -$24K 0.15% 93
2018
Q4 		$460K Sell
20,093
-560
-3% -$12.7K 0.17% 84
2018
Q3 		$528K Hold
20,653
– – 0.15% 90
2018
Q2 		$545K Buy
20,653
+2,176
+12% +$53.1K 0.16% 95
2018
Q1 		$446K Sell
18,477
-32,865
-64% -$772K 0.18% 95
2017
Q4 		$1.27M Buy
51,342
+1,058
+2% +$25.5K 0.46% 56
2017
Q3 		$1.21M Sell
50,284
-7,400
-13% -$175K 0.46% 57
2017
Q2 		$1.4M Sell
57,684
-13,760
-19% -$330K 0.53% 53
2017
Q1 		$1.73M Buy
71,444
+9,307
+15% +$217K 0.67% 47
2016
Q4 		$1.44M Buy
62,137
+2,178
+4% +$53.2K 0.63% 52
2016
Q3 		$1.54M Buy
+59,959
New +$1.48M 0.65% 45

Other funds holding HEWU

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EFG Asset Management (Americas)'s HEWU Position: Q1 2020 in Review

EFG Asset Management (Americas) sold out of iShares Currency Hedged MSCI United Kingdom ETF (HEWU) in Q1 2020, closing a stake of 16,519 shares — an estimated $431K sold.

EFG Asset Management (Americas) first reported a position in HEWU in Q3 2016 and held it in 14 quarters. The position peaked at $1.73M in Q1 2017. 8 funds tracked by Wall St. Rank hold HEWU as of Q1 2020.

  • EFG Asset Management (Americas) reported no remaining iShares Currency Hedged MSCI United Kingdom ETF position as of Q1 2020 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 16,519 iShares Currency Hedged MSCI United Kingdom ETF shares in Q1 2020, an estimated $431K.
  • EFG Asset Management (Americas) first reported a position in iShares Currency Hedged MSCI United Kingdom ETF in Q3 2016 and held it in 14 quarters.
  • EFG Asset Management (Americas)'s iShares Currency Hedged MSCI United Kingdom ETF position peaked at $1.73M in Q1 2017.
  • 8 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI United Kingdom ETF as of Q1 2020.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2020, filed 8 May 2020.