HWP
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Hefty Wealth Partners’s iShares MSCI Singapore ETF EWS Stock Holding History

Hefty Wealth Partners’s Portfolio EWS Stock Details EWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-394
Closed -$7K – 253
2016
Q4 		$7K Sell
394
-28,270
-99% -$591K 0.01% 176
2016
Q3 		$622K Buy
+28,664
New +$623K 0.47% 66

Other funds holding EWS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Hefty Wealth Partners's EWS Position: Q1 2017 in Review

Hefty Wealth Partners sold out of iShares MSCI Singapore ETF (EWS) in Q1 2017, closing a stake of 394 shares — an estimated $7K sold.

Hefty Wealth Partners first reported a position in EWS in Q3 2016 and held it in 2 quarters. The position peaked at $622K in Q3 2016. 116 funds tracked by Wall St. Rank hold EWS as of Q1 2017.

  • Hefty Wealth Partners reported no remaining iShares MSCI Singapore ETF position as of Q1 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 394 iShares MSCI Singapore ETF shares in Q1 2017, an estimated $7K.
  • Hefty Wealth Partners first reported a position in iShares MSCI Singapore ETF in Q3 2016 and held it in 2 quarters.
  • Hefty Wealth Partners's iShares MSCI Singapore ETF position peaked at $622K in Q3 2016.
  • 116 funds tracked by Wall St. Rank held iShares MSCI Singapore ETF as of Q1 2017.

Based on Hefty Wealth Partners's 13F filing for Q1 2017, filed 6 Apr 2017.