Hefty Wealth Partners’s iShares MSCI Canada ETF EWC Stock Holding History

Hefty Wealth Partners’s Portfolio EWC Stock Details EWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-30,840	Closed	-$914K	–	251
2017 Q4	$914K	Buy	30,840 +9,098	+42%	+$265K	0.57%	58
2017 Q3	$629K	Buy	21,742 +21,677	+33,349%	+$603K	0.42%	62
2017 Q2	$1K	Sell	65 -29,447	-100%	-$779K	﹤0.01%	237
2017 Q1	$793K	Buy	+29,512	New	+$797K	0.58%	65

Other funds holding EWC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hefty Wealth Partners's EWC Position: Q1 2018 in Review

Hefty Wealth Partners sold out of iShares MSCI Canada ETF (EWC) in Q1 2018, closing a stake of 30,840 shares — an estimated $914K sold.

Hefty Wealth Partners first reported a position in EWC in Q1 2017 and held it in 4 quarters. The position peaked at $914K in Q4 2017. 238 funds tracked by Wall St. Rank hold EWC as of Q1 2018.

Hefty Wealth Partners reported no remaining iShares MSCI Canada ETF position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 30,840 iShares MSCI Canada ETF shares in Q1 2018, an estimated $914K.
Hefty Wealth Partners first reported a position in iShares MSCI Canada ETF in Q1 2017 and held it in 4 quarters.
Hefty Wealth Partners's iShares MSCI Canada ETF position peaked at $914K in Q4 2017.
238 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.