HR
HEWG

Howe & Rusling’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Howe & Rusling’s Portfolio HEWG Stock Details HEWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-776
Closed -$18K – 1085
2015
Q3 		$18K Buy
+776
New +$19.4K ﹤0.01% 404

Other funds holding HEWG

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Howe & Rusling's HEWG Position: Q4 2015 in Review

Howe & Rusling sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q4 2015, closing a stake of 776 shares — an estimated $18K sold.

Howe & Rusling first reported a position in HEWG in Q3 2015 and held it in 1 quarter. The position peaked at $18K in Q3 2015. 90 funds tracked by Wall St. Rank hold HEWG as of Q4 2015.

  • Howe & Rusling reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q4 2015 after selling out during the quarter.
  • Howe & Rusling sold 776 iShares Currency Hedged MSCI Germany ETF shares in Q4 2015, an estimated $18K.
  • Howe & Rusling first reported a position in iShares Currency Hedged MSCI Germany ETF in Q3 2015 and held it in 1 quarter.
  • Howe & Rusling's iShares Currency Hedged MSCI Germany ETF position peaked at $18K in Q3 2015.
  • 90 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q4 2015.

Based on Howe & Rusling's 13F filing for Q4 2015, filed 11 Feb 2016.