Morgan Stanley
HEWI

Morgan Stanley’s iShares Currency Hedged MSCI Italy ETF HEWI Stock Holding History

Morgan Stanley’s Portfolio HEWI Stock Details HEWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-625
Closed -$11K – 6601
2016
Q3 		$11K Hold
625
– – ﹤0.01% 6097
2016
Q2 		$11K Hold
625
– – ﹤0.01% 6050
2016
Q1 		$12K Sell
625
-24
-4% -$452 ﹤0.01% 6089
2015
Q4 		$14K Buy
649
+24
+4% +$560 ﹤0.01% 6156
2015
Q3 		$14K Buy
+625
New +$14.9K ﹤0.01% 6167

Other funds holding HEWI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Morgan Stanley's HEWI Position: Q4 2016 in Review

Morgan Stanley sold out of iShares Currency Hedged MSCI Italy ETF (HEWI) in Q4 2016, closing a stake of 625 shares — an estimated $11K sold.

Morgan Stanley first reported a position in HEWI in Q3 2015 and held it in 5 quarters. The position peaked at $14K in Q4 2015. 11 funds tracked by Wall St. Rank hold HEWI as of Q4 2016.

  • Morgan Stanley reported no remaining iShares Currency Hedged MSCI Italy ETF position as of Q4 2016 after selling out during the quarter.
  • Morgan Stanley sold 625 iShares Currency Hedged MSCI Italy ETF shares in Q4 2016, an estimated $11K.
  • Morgan Stanley first reported a position in iShares Currency Hedged MSCI Italy ETF in Q3 2015 and held it in 5 quarters.
  • Morgan Stanley's iShares Currency Hedged MSCI Italy ETF position peaked at $14K in Q4 2015.
  • 11 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Italy ETF as of Q4 2016.

Based on Morgan Stanley's 13F filing for Q4 2016, filed 13 Feb 2017.