Envestnet Asset Management’s iShares Currency Hedged MSCI Spain ETF HEWP Stock Holding History

Envestnet Asset Management’s Portfolio HEWP Stock Details HEWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,501	Closed	-$35K	–	3164
2017 Q2	$35K	Hold	1,501	–	–	﹤0.01%	2458
2017 Q1	$34K	Sell	1,501 -208	-12%	-$4.36K	﹤0.01%	2548
2016 Q4	$34K	Buy	+1,709	New	+$33.2K	﹤0.01%	2545
2016 Q2	–	Sell	-2,009	Closed	-$38K	–	3223
2016 Q1	$38K	Buy	2,009 +343	+21%	+$6.4K	﹤0.01%	2820
2015 Q4	$34K	Hold	1,666	–	–	﹤0.01%	2784
2015 Q3	$35K	Buy	+1,666	New	+$38.8K	﹤0.01%	2796

Other funds holding HEWP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

OMC

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

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Envestnet Asset Management's HEWP Position: Q3 2017 in Review

Envestnet Asset Management sold out of iShares Currency Hedged MSCI Spain ETF (HEWP) in Q3 2017, closing a stake of 1,501 shares — an estimated $35K sold.

Envestnet Asset Management first reported a position in HEWP in Q3 2015 and held it in 6 quarters. The position peaked at $38K in Q1 2016. 14 funds tracked by Wall St. Rank hold HEWP as of Q3 2017.

Envestnet Asset Management reported no remaining iShares Currency Hedged MSCI Spain ETF position as of Q3 2017 after selling out during the quarter.
Envestnet Asset Management sold 1,501 iShares Currency Hedged MSCI Spain ETF shares in Q3 2017, an estimated $35K.
Envestnet Asset Management first reported a position in iShares Currency Hedged MSCI Spain ETF in Q3 2015 and held it in 6 quarters.
Envestnet Asset Management's iShares Currency Hedged MSCI Spain ETF position peaked at $38K in Q1 2016.
14 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Spain ETF as of Q3 2017.

Based on Envestnet Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.