EWM
HEWG

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

Executive 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
2019
Q3 		– Sell
-233
Closed -$6K – 849
2019
Q2 		$6K Hold
233
– – ﹤0.01% 698
2019
Q1 		$6K Hold
233
– – ﹤0.01% 632
2018
Q4 		$6K Buy
+233
New +$5.9K ﹤0.01% 652

Other funds holding HEWG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Executive Wealth Management's HEWG Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q3 2019, closing a stake of 233 shares — an estimated $6K sold.

Executive Wealth Management first reported a position in HEWG in Q4 2018 and held it in 3 quarters. The position peaked at $6K in Q2 2019. 32 funds tracked by Wall St. Rank hold HEWG as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 233 iShares Currency Hedged MSCI Germany ETF shares in Q3 2019, an estimated $6K.
  • Executive Wealth Management first reported a position in iShares Currency Hedged MSCI Germany ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's iShares Currency Hedged MSCI Germany ETF position peaked at $6K in Q2 2019.
  • 32 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.