LPL Financial’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

LPL Financial’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
2019 Q1	–	Sell	-9,497	Closed	-$226K	–	3251
2018 Q4	$226K	Buy	9,497 +1,064	+13%	+$27K	﹤0.01%	2718
2018 Q3	$230K	Buy	+8,433	New	+$233K	﹤0.01%	2887
2018 Q2	–	Sell	-16,055	Closed	-$440K	–	3295
2018 Q1	$440K	Sell	16,055 -26,502	-62%	-$752K	﹤0.01%	2269
2017 Q4	$1.22M	Sell	42,557 -25,492	-37%	-$742K	﹤0.01%	1381
2017 Q3	$1.94M	Buy	68,049 +1,698	+3%	+$46.6K	0.01%	1009
2017 Q2	$1.86M	Sell	66,351 -2,607	-4%	-$74.1K	0.01%	988
2017 Q1	$1.91M	Sell	68,958 -2,961	-4%	-$79.2K	0.01%	869
2016 Q4	$1.88M	Sell	71,919 -11,387	-14%	-$279K	0.01%	837
2016 Q3	$2M	Sell	83,306 -5,866	-7%	-$138K	0.02%	773
2016 Q2	$1.91M	Sell	89,172 -227,574	-72%	-$5.26M	0.02%	781
2016 Q1	$7.01M	Buy	316,746 +35,667	+13%	+$798K	0.02%	568
2015 Q4	$6.7M	Buy	281,079 +190,721	+211%	+$4.7M	0.02%	593
2015 Q3	$2.09M	Buy	90,358 +18,678	+26%	+$468K	0.01%	816
2015 Q2	$1.82M	Sell	71,680 -152,221	-68%	-$4.2M	0.01%	963
2015 Q1	$6.44M	Buy	+223,901	New	+$5.92M	0.03%	423

Other funds holding HEWG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

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

Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

LPL Financial's HEWG Position: Q1 2019 in Review

LPL Financial sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q1 2019, closing a stake of 9,497 shares — an estimated $226K sold.

LPL Financial first reported a position in HEWG in Q1 2015 and held it in 15 quarters. The position peaked at $7.01M in Q1 2016. 42 funds tracked by Wall St. Rank hold HEWG as of Q1 2019.

LPL Financial reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q1 2019 after selling out during the quarter.
LPL Financial sold 9,497 iShares Currency Hedged MSCI Germany ETF shares in Q1 2019, an estimated $226K.
LPL Financial first reported a position in iShares Currency Hedged MSCI Germany ETF in Q1 2015 and held it in 15 quarters.
LPL Financial's iShares Currency Hedged MSCI Germany ETF position peaked at $7.01M in Q1 2016.
42 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q1 2019.

Based on LPL Financial's 13F filing for Q1 2019, filed 8 May 2019.