MMBG Investment Advisors’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

MMBG Investment Advisors’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
2023 Q2	–	Sell	-11,300	Closed	-$350K	–	165
2023 Q1	$350K	Hold	11,300	–	–	0.04%	132
2022 Q4	$305K	Hold	11,300	–	–	0.04%	140
2022 Q3	$264K	Hold	11,300	–	–	0.04%	143
2022 Q2	$294K	Hold	11,300	–	–	0.04%	138
2022 Q1	$329K	Hold	11,300	–	–	0.03%	135
2021 Q4	$369K	Buy	+11,300	New	+$371K	0.04%	136

Other funds holding HEWG

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

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

FTUS

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

TLCM

Twin Lakes Capital Management Redwood Shores, California $220M AUM 31.75% 1-Year Est. Return

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

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

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

MMBG Investment Advisors's HEWG Position: Q2 2023 in Review

MMBG Investment Advisors sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q2 2023, closing a stake of 11,300 shares — an estimated $350K sold.

MMBG Investment Advisors first reported a position in HEWG in Q4 2021 and held it in 6 quarters. The position peaked at $369K in Q4 2021. 18 funds tracked by Wall St. Rank hold HEWG as of Q2 2023.

MMBG Investment Advisors reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q2 2023 after selling out during the quarter.
MMBG Investment Advisors sold 11,300 iShares Currency Hedged MSCI Germany ETF shares in Q2 2023, an estimated $350K.
MMBG Investment Advisors first reported a position in iShares Currency Hedged MSCI Germany ETF in Q4 2021 and held it in 6 quarters.
MMBG Investment Advisors's iShares Currency Hedged MSCI Germany ETF position peaked at $369K in Q4 2021.
18 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q2 2023.

Based on MMBG Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.