Laffer Tengler Investments’s iShares Currency Hedged MSCI Canada ETF HEWC Stock Holding History

Laffer Tengler Investments’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
2020 Q2	–	Sell	-7,981	Closed	-$172K	–	269
2020 Q1	$172K	Buy	7,981 +245	+3%	+$6.28K	0.13%	103
2019 Q4	$209K	Sell	7,736 -167	-2%	-$4.51K	0.14%	116
2019 Q3	$213K	Sell	7,903 -10,327	-57%	-$273K	0.18%	89
2019 Q2	$484K	Sell	18,230 -445	-2%	-$11.8K	0.41%	64
2019 Q1	$483K	Sell	18,675 -1,092	-6%	-$27.3K	0.13%	153
2018 Q4	$450K	Buy	19,767 +1,092	+6%	+$27K	0.13%	154
2018 Q3	$496K	Buy	+18,675	New	+$501K	0.12%	163

Other funds holding HEWC

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

KPW

Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Laffer Tengler Investments's HEWC Position: Q2 2020 in Review

Laffer Tengler Investments sold out of iShares Currency Hedged MSCI Canada ETF (HEWC) in Q2 2020, closing a stake of 7,981 shares — an estimated $172K sold.

Laffer Tengler Investments first reported a position in HEWC in Q3 2018 and held it in 7 quarters. The position peaked at $496K in Q3 2018. 10 funds tracked by Wall St. Rank hold HEWC as of Q2 2020.

Laffer Tengler Investments reported no remaining iShares Currency Hedged MSCI Canada ETF position as of Q2 2020 after selling out during the quarter.
Laffer Tengler Investments sold 7,981 iShares Currency Hedged MSCI Canada ETF shares in Q2 2020, an estimated $172K.
Laffer Tengler Investments first reported a position in iShares Currency Hedged MSCI Canada ETF in Q3 2018 and held it in 7 quarters.
Laffer Tengler Investments's iShares Currency Hedged MSCI Canada ETF position peaked at $496K in Q3 2018.
10 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Canada ETF as of Q2 2020.

Based on Laffer Tengler Investments's 13F filing for Q2 2020, filed 14 Aug 2020.