Hefty Wealth Partners’s iShares MSCI Germany ETF EWG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-27,867	Closed	-$737K	–	251
2016 Q4	$737K	Buy	27,867 +1,976	+8%	+$50.8K	0.62%	46
2016 Q3	$680K	Buy	+25,891	New	+$664K	0.52%	63
2016 Q2	–	Sell	-30,014	Closed	-$772K	–	218
2016 Q1	$772K	Buy	+30,014	New	+$731K	0.72%	52

Other funds holding EWG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hefty Wealth Partners's EWG Position: Q1 2017 in Review

Hefty Wealth Partners sold out of iShares MSCI Germany ETF (EWG) in Q1 2017, closing a stake of 27,867 shares — an estimated $737K sold.

Hefty Wealth Partners first reported a position in EWG in Q1 2016 and held it in 3 quarters. The position peaked at $772K in Q1 2016. 184 funds tracked by Wall St. Rank hold EWG as of Q1 2017.

Hefty Wealth Partners reported no remaining iShares MSCI Germany ETF position as of Q1 2017 after selling out during the quarter.
Hefty Wealth Partners sold 27,867 iShares MSCI Germany ETF shares in Q1 2017, an estimated $737K.
Hefty Wealth Partners first reported a position in iShares MSCI Germany ETF in Q1 2016 and held it in 3 quarters.
Hefty Wealth Partners's iShares MSCI Germany ETF position peaked at $772K in Q1 2016.
184 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q1 2017.

Based on Hefty Wealth Partners's 13F filing for Q1 2017, filed 6 Apr 2017.