Next Financial Group’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Next Financial Group’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	-91	Closed	-$3K	–	1485
2017 Q3	$3K	Hold	91	–	–	﹤0.01%	1562
2017 Q2	$3K	Hold	91	–	–	﹤0.01%	1691
2017 Q1	$3K	Hold	91	–	–	﹤0.01%	1647
2016 Q4	$2K	Hold	91	–	–	﹤0.01%	2203
2016 Q3	$2K	Hold	91	–	–	﹤0.01%	2197
2016 Q2	$2K	Hold	91	–	–	﹤0.01%	1619
2016 Q1	$2K	Hold	91	–	–	﹤0.01%	1578
2015 Q4	$2K	Hold	91	–	–	﹤0.01%	1633
2015 Q3	$2K	Hold	91	–	–	﹤0.01%	1651
2015 Q2	$2K	Hold	91	–	–	﹤0.01%	1711
2015 Q1	$2K	Buy	+91	New	+$2.4K	﹤0.01%	1724

Other funds holding HEWG

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Next Financial Group's HEWG Position: Q4 2017 in Review

Next Financial Group sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q4 2017, closing a stake of 91 shares — an estimated $3K sold.

Next Financial Group first reported a position in HEWG in Q1 2015 and held it in 11 quarters. The position peaked at $3K in Q3 2017. 69 funds tracked by Wall St. Rank hold HEWG as of Q4 2017.

Next Financial Group reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q4 2017 after selling out during the quarter.
Next Financial Group sold 91 iShares Currency Hedged MSCI Germany ETF shares in Q4 2017, an estimated $3K.
Next Financial Group first reported a position in iShares Currency Hedged MSCI Germany ETF in Q1 2015 and held it in 11 quarters.
Next Financial Group's iShares Currency Hedged MSCI Germany ETF position peaked at $3K in Q3 2017.
69 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.