Kore Private Wealth’s iShares Currency Hedged MSCI Canada ETF HEWC Stock Holding History

Kore Private Wealth’s Portfolio HEWC Stock Details HEWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10,026	Closed	-$318K	–	460
2021 Q3	$318K	Hold	10,026	–	–	0.03%	316
2021 Q2	$321K	Buy	10,026 +175	+2%	+$5.43K	0.04%	302
2021 Q1	$291K	Hold	9,851	–	–	0.04%	279
2020 Q4	$266K	Sell	9,851 -584	-6%	-$15.3K	0.04%	259
2020 Q3	$262K	Hold	10,435	–	–	0.05%	212
2020 Q2	$262K	Buy	10,435 +4,001	+62%	+$95.9K	0.05%	195
2020 Q1	$139K	Buy	+6,434	New	+$165K	0.03%	259

Other funds holding HEWC

RCP

Rothschild Capital Partners New York $408M AUM 25.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Kore Private Wealth's HEWC Position: Q4 2021 in Review

Kore Private Wealth sold out of iShares Currency Hedged MSCI Canada ETF (HEWC) in Q4 2021, closing a stake of 10,026 shares — an estimated $318K sold.

Kore Private Wealth first reported a position in HEWC in Q1 2020 and held it in 7 quarters. The position peaked at $321K in Q2 2021. 14 funds tracked by Wall St. Rank hold HEWC as of Q4 2021.

Kore Private Wealth reported no remaining iShares Currency Hedged MSCI Canada ETF position as of Q4 2021 after selling out during the quarter.
Kore Private Wealth sold 10,026 iShares Currency Hedged MSCI Canada ETF shares in Q4 2021, an estimated $318K.
Kore Private Wealth first reported a position in iShares Currency Hedged MSCI Canada ETF in Q1 2020 and held it in 7 quarters.
Kore Private Wealth's iShares Currency Hedged MSCI Canada ETF position peaked at $321K in Q2 2021.
14 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Canada ETF as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.