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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PVH

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

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 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.