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Hefty Wealth Partners’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Hefty Wealth Partners’s Portfolio EWU Stock Details EWU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-25,638
Closed -$918K – 253
2017
Q4 		$918K Buy
+25,638
New +$896K 0.57% 56
2016
Q1 		– Sell
-25,476
Closed -$822K – 220
2015
Q4 		$822K Buy
+25,476
New +$866K 0.78% 40

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Hefty Wealth Partners sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2018, closing a stake of 25,638 shares — an estimated $918K sold.

Hefty Wealth Partners first reported a position in EWU in Q4 2015 and held it in 2 quarters. The position peaked at $918K in Q4 2017. 185 funds tracked by Wall St. Rank hold EWU as of Q1 2018.

  • Hefty Wealth Partners reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2018 after selling out during the quarter.
  • Hefty Wealth Partners sold 25,638 iShares MSCI United Kingdom ETF shares in Q1 2018, an estimated $918K.
  • Hefty Wealth Partners first reported a position in iShares MSCI United Kingdom ETF in Q4 2015 and held it in 2 quarters.
  • Hefty Wealth Partners's iShares MSCI United Kingdom ETF position peaked at $918K in Q4 2017.
  • 185 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2018.

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