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Hefty Wealth Partners’s iShares MSCI Italy ETF EWI Stock Holding History

Hefty Wealth Partners’s Portfolio EWI Stock Details EWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-32,285
Closed -$897K – 257
2017
Q2 		$897K Buy
32,285
+32,186
+32,511% +$876K 0.61% 51
2017
Q1 		$2K Buy
+99
New +$2.42K ﹤0.01% 228
2016
Q2 		– Sell
-15,206
Closed -$371K – 219
2016
Q1 		$371K Sell
15,206
-7,751
-34% -$186K 0.35% 76
2015
Q4 		$630K Buy
+22,957
New +$664K 0.6% 60

Other funds holding EWI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Hefty Wealth Partners's EWI Position: Q3 2017 in Review

Hefty Wealth Partners sold out of iShares MSCI Italy ETF (EWI) in Q3 2017, closing a stake of 32,285 shares — an estimated $897K sold.

Hefty Wealth Partners first reported a position in EWI in Q4 2015 and held it in 4 quarters. The position peaked at $897K in Q2 2017. 74 funds tracked by Wall St. Rank hold EWI as of Q3 2017.

  • Hefty Wealth Partners reported no remaining iShares MSCI Italy ETF position as of Q3 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 32,285 iShares MSCI Italy ETF shares in Q3 2017, an estimated $897K.
  • Hefty Wealth Partners first reported a position in iShares MSCI Italy ETF in Q4 2015 and held it in 4 quarters.
  • Hefty Wealth Partners's iShares MSCI Italy ETF position peaked at $897K in Q2 2017.
  • 74 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q3 2017.

Based on Hefty Wealth Partners's 13F filing for Q3 2017, filed 2 Oct 2017.