LPL Financial
HEWU

LPL Financial’s iShares Currency Hedged MSCI United Kingdom ETF HEWU Stock Holding History

LPL Financial’s Portfolio HEWU Stock Details HEWU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-9,492
Closed -$229K – 3280
2018
Q3 		$229K Sell
9,492
-17,797
-65% -$429K ﹤0.01% 2891
2018
Q2 		$676K Buy
+27,289
New +$666K ﹤0.01% 1940

Other funds holding HEWU

LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $197M AUM 14.82% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EAMA
EFG Asset Management (Americas) Miami, Florida $579M AUM 24.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial's HEWU Position: Q4 2018 in Review

LPL Financial sold out of iShares Currency Hedged MSCI United Kingdom ETF (HEWU) in Q4 2018, closing a stake of 9,492 shares — an estimated $229K sold.

LPL Financial first reported a position in HEWU in Q2 2018 and held it in 2 quarters. The position peaked at $676K in Q2 2018. 13 funds tracked by Wall St. Rank hold HEWU as of Q4 2018.

  • LPL Financial reported no remaining iShares Currency Hedged MSCI United Kingdom ETF position as of Q4 2018 after selling out during the quarter.
  • LPL Financial sold 9,492 iShares Currency Hedged MSCI United Kingdom ETF shares in Q4 2018, an estimated $229K.
  • LPL Financial first reported a position in iShares Currency Hedged MSCI United Kingdom ETF in Q2 2018 and held it in 2 quarters.
  • LPL Financial's iShares Currency Hedged MSCI United Kingdom ETF position peaked at $676K in Q2 2018.
  • 13 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI United Kingdom ETF as of Q4 2018.

Based on LPL Financial's 13F filing for Q4 2018, filed 7 Feb 2019.