Lugano Financial Advisors SA (LFA)’s iShares Currency Hedged MSCI United Kingdom ETF HEWU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
$736K Hold
30,089
0.46% 32
2019
Q1
$710K Sell
30,089
-20,967
-41% -$476K 0.43% 31
2018
Q4
$1.24M Hold
51,056
0.86% 22
2018
Q3
$1.24M Hold
51,056
0.86% 22
2018
Q2
$1.26M Buy
+51,056
New +$1.25M 1.21% 24

Other funds holding HEWU

Lugano Financial Advisors SA (LFA)'s HEWU Position: Q2 2019 in Review

Lugano Financial Advisors SA (LFA) held its iShares Currency Hedged MSCI United Kingdom ETF (HEWU) position steady in Q2 2019 at 30,089 shares worth $736K. The position accounts for 0.46% of the portfolio, ranked #32.

Lugano Financial Advisors SA (LFA) first reported a position in HEWU in Q2 2018 and has held it in 5 quarters since. The position peaked at $1.26M in Q2 2018. 10 funds tracked by Wall St. Rank hold HEWU as of Q2 2019.

  • Lugano Financial Advisors SA (LFA) held 30,089 shares of iShares Currency Hedged MSCI United Kingdom ETF worth $736K as of Q2 2019.
  • Lugano Financial Advisors SA (LFA) left its iShares Currency Hedged MSCI United Kingdom ETF share count unchanged in Q2 2019.
  • iShares Currency Hedged MSCI United Kingdom ETF made up 0.46% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2019, its #32 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in iShares Currency Hedged MSCI United Kingdom ETF in Q2 2018 and has held it in 5 quarters since.
  • Lugano Financial Advisors SA (LFA)'s iShares Currency Hedged MSCI United Kingdom ETF position peaked at $1.26M in Q2 2018.
  • 10 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI United Kingdom ETF as of Q2 2019.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2019, filed 2 Aug 2019.