MWM
HEWG

Modera Wealth Management’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Modera Wealth Management’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
2017
Q4 		– Sell
-9,084
Closed -$259K – 139
2017
Q3 		$259K Buy
+9,084
New +$249K 0.06% 109

Other funds holding HEWG

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
SAM
Solaris Asset Management New York $12.8M AUM 28.06% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Modera Wealth Management's HEWG Position: Q4 2017 in Review

Modera Wealth Management sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q4 2017, closing a stake of 9,084 shares — an estimated $259K sold.

Modera Wealth Management first reported a position in HEWG in Q3 2017 and held it in 1 quarter. The position peaked at $259K in Q3 2017. 69 funds tracked by Wall St. Rank hold HEWG as of Q4 2017.

  • Modera Wealth Management reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q4 2017 after selling out during the quarter.
  • Modera Wealth Management sold 9,084 iShares Currency Hedged MSCI Germany ETF shares in Q4 2017, an estimated $259K.
  • Modera Wealth Management first reported a position in iShares Currency Hedged MSCI Germany ETF in Q3 2017 and held it in 1 quarter.
  • Modera Wealth Management's iShares Currency Hedged MSCI Germany ETF position peaked at $259K in Q3 2017.
  • 69 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q4 2017.

Based on Modera Wealth Management's 13F filing for Q4 2017, filed 5 Feb 2018.