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Hefty Wealth Partners’s iShares MSCI Australia ETF EWA Stock Holding History

Hefty Wealth Partners’s Portfolio EWA Stock Details EWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-26,937
Closed -$604K – 253
2017
Q3 		$604K Buy
26,937
+26,857
+33,571% +$604K 0.4% 64
2017
Q2 		$1K Buy
+80
New +$1.76K ﹤0.01% 236
2016
Q4 		– Sell
-26,782
Closed -$559K – 239
2016
Q3 		$559K Buy
+26,782
New +$547K 0.42% 71

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Hefty Wealth Partners's EWA Position: Q4 2017 in Review

Hefty Wealth Partners sold out of iShares MSCI Australia ETF (EWA) in Q4 2017, closing a stake of 26,937 shares — an estimated $604K sold.

Hefty Wealth Partners first reported a position in EWA in Q3 2016 and held it in 3 quarters. The position peaked at $604K in Q3 2017. 190 funds tracked by Wall St. Rank hold EWA as of Q4 2017.

  • Hefty Wealth Partners reported no remaining iShares MSCI Australia ETF position as of Q4 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 26,937 iShares MSCI Australia ETF shares in Q4 2017, an estimated $604K.
  • Hefty Wealth Partners first reported a position in iShares MSCI Australia ETF in Q3 2016 and held it in 3 quarters.
  • Hefty Wealth Partners's iShares MSCI Australia ETF position peaked at $604K in Q3 2017.
  • 190 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q4 2017.

Based on Hefty Wealth Partners's 13F filing for Q4 2017, filed 3 Jan 2018.