Financial Architects (New Jersey)’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Financial Architects (New Jersey)’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
2018 Q2	–	Sell	-327	Closed	-$9K	–	1544
2018 Q1	$9K	Buy	327 +2	+0.6%	+$57	﹤0.01%	1126
2017 Q4	$9K	Hold	325	–	–	﹤0.01%	1184
2017 Q3	$9K	Sell	325 -258	-44%	-$7.08K	﹤0.01%	1164
2017 Q2	$17K	Buy	+583	New	+$16.6K	﹤0.01%	1011
2015 Q3	–	Sell	-205	Closed	-$5K	–	966
2015 Q2	$5K	Hold	205	–	–	﹤0.01%	970
2015 Q1	$6K	Buy	+205	New	+$5.42K	﹤0.01%	853

Other funds holding HEWG

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return

Financial Architects (New Jersey)'s HEWG Position: Q2 2018 in Review

Financial Architects (New Jersey) sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q2 2018, closing a stake of 327 shares — an estimated $9K sold.

Financial Architects (New Jersey) first reported a position in HEWG in Q1 2015 and held it in 6 quarters. The position peaked at $17K in Q2 2017. 55 funds tracked by Wall St. Rank hold HEWG as of Q2 2018.

Financial Architects (New Jersey) reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q2 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 327 iShares Currency Hedged MSCI Germany ETF shares in Q2 2018, an estimated $9K.
Financial Architects (New Jersey) first reported a position in iShares Currency Hedged MSCI Germany ETF in Q1 2015 and held it in 6 quarters.
Financial Architects (New Jersey)'s iShares Currency Hedged MSCI Germany ETF position peaked at $17K in Q2 2017.
55 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q2 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2018, filed 3 Aug 2018.