Hefty Wealth Partners
EWP icon

Hefty Wealth Partners’s iShares MSCI Spain ETF EWP Stock Holding History

Hefty Wealth Partners’s Portfolio EWP Stock Details EWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-26,601
Closed -$872K – 252
2017
Q4 		$872K Buy
+26,601
New +$880K 0.54% 62
2017
Q2 		– Sell
-29,075
Closed -$884K – 252
2017
Q1 		$884K Buy
+29,075
New +$815K 0.64% 62

Other funds holding EWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Psagot Value Holdings
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

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

Hefty Wealth Partners sold out of iShares MSCI Spain ETF (EWP) in Q1 2018, closing a stake of 26,601 shares — an estimated $872K sold.

Hefty Wealth Partners first reported a position in EWP in Q1 2017 and held it in 2 quarters. The position peaked at $884K in Q1 2017. 100 funds tracked by Wall St. Rank hold EWP as of Q1 2018.

  • Hefty Wealth Partners reported no remaining iShares MSCI Spain ETF position as of Q1 2018 after selling out during the quarter.
  • Hefty Wealth Partners sold 26,601 iShares MSCI Spain ETF shares in Q1 2018, an estimated $872K.
  • Hefty Wealth Partners first reported a position in iShares MSCI Spain ETF in Q1 2017 and held it in 2 quarters.
  • Hefty Wealth Partners's iShares MSCI Spain ETF position peaked at $884K in Q1 2017.
  • 100 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q1 2018.

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