Independent Portfolio Consultants’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Independent Portfolio Consultants’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
2016 Q1	–	Sell	-14,828	Closed	-$361K	–	808
2015 Q4	$361K	Hold	14,828	–	–	0.11%	250
2015 Q3	$336K	Sell	14,828 -37,887	-72%	-$949K	0.07%	292
2015 Q2	$1.38M	Buy	52,715 +37,690	+251%	+$1.04M	0.28%	131
2015 Q1	$429K	Buy	+15,025	New	+$397K	0.09%	259

Other funds holding HEWG

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

WOA

Water Oak Advisors Winter Park, Florida $155M AUM 6.37% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Portfolio Consultants's HEWG Position: Q1 2016 in Review

Independent Portfolio Consultants sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q1 2016, closing a stake of 14,828 shares — an estimated $361K sold.

Independent Portfolio Consultants first reported a position in HEWG in Q1 2015 and held it in 4 quarters. The position peaked at $1.38M in Q2 2015. 68 funds tracked by Wall St. Rank hold HEWG as of Q1 2016.

Independent Portfolio Consultants reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q1 2016 after selling out during the quarter.
Independent Portfolio Consultants sold 14,828 iShares Currency Hedged MSCI Germany ETF shares in Q1 2016, an estimated $361K.
Independent Portfolio Consultants first reported a position in iShares Currency Hedged MSCI Germany ETF in Q1 2015 and held it in 4 quarters.
Independent Portfolio Consultants's iShares Currency Hedged MSCI Germany ETF position peaked at $1.38M in Q2 2015.
68 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q1 2016.

Based on Independent Portfolio Consultants's 13F filing for Q1 2016, filed 13 Apr 2016.