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Hefty Wealth Partners’s iShares MSCI Belgium ETF EWK Stock Holding History

Hefty Wealth Partners’s Portfolio EWK Stock Details EWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$880K Buy
+41,231
New +$907K 0.57% 54

Other funds holding EWK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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 EWK Position: Q1 2018 in Review

Hefty Wealth Partners opened a new position in iShares MSCI Belgium ETF (EWK) in Q1 2018: 41,231 shares worth $880K. The stake represents 0.57% of the portfolio and ranks #54 among its holdings.

44 funds tracked by Wall St. Rank hold EWK as of Q1 2018.

  • Hefty Wealth Partners held 41,231 shares of iShares MSCI Belgium ETF worth $880K as of Q1 2018.
  • iShares MSCI Belgium ETF was a new Hefty Wealth Partners position in Q1 2018.
  • iShares MSCI Belgium ETF made up 0.57% of Hefty Wealth Partners's portfolio in Q1 2018, its #54 holding.
  • 44 funds tracked by Wall St. Rank held iShares MSCI Belgium ETF as of Q1 2018.

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