Hefty Wealth Partners’s iShares MSCI Hong Kong ETF EWH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$866K	Buy	+34,200	New	+$882K	0.56%	56
2017 Q3	–	Sell	-161	Closed	-$3K	–	256
2017 Q2	$3K	Sell	161 -33,715	-100%	-$783K	﹤0.01%	215
2017 Q1	$753K	Buy	+33,876	New	+$724K	0.55%	67
2016 Q3	–	Sell	-15,052	Closed	-$294K	–	246
2016 Q2	$294K	Buy	+15,052	New	+$295K	0.24%	82

Other funds holding EWH

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

PPFA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

HHGC

Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Hefty Wealth Partners opened a new position in iShares MSCI Hong Kong ETF (EWH) in Q1 2018: 34,200 shares worth $866K. The stake represents 0.56% of the portfolio and ranks #56 among its holdings. This is a return to the name: Hefty Wealth Partners previously reported a position in EWH as recently as Q2 2017.

Hefty Wealth Partners first reported a position in EWH in Q2 2016 and has held it in 4 quarters since. 168 funds tracked by Wall St. Rank hold EWH as of Q1 2018.

Hefty Wealth Partners held 34,200 shares of iShares MSCI Hong Kong ETF worth $866K as of Q1 2018.
iShares MSCI Hong Kong ETF was a new Hefty Wealth Partners position in Q1 2018.
iShares MSCI Hong Kong ETF made up 0.56% of Hefty Wealth Partners's portfolio in Q1 2018, its #56 holding.
Hefty Wealth Partners first reported a position in iShares MSCI Hong Kong ETF in Q2 2016 and has held it in 4 quarters since.
168 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2018.

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