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

Optimum 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
2019 Q2	–	Sell	-314	Closed	-$8K	–	1018
2019 Q1	$8K	Hold	314	–	–	﹤0.01%	850
2018 Q4	$7K	Hold	314	–	–	﹤0.01%	819
2018 Q3	$9K	Buy	314 +7	+2%	+$193	﹤0.01%	865
2018 Q2	$9K	Hold	307	–	–	﹤0.01%	865
2018 Q1	$8K	Buy	+307	New	+$8.71K	﹤0.01%	850
2016 Q1	–	Sell	-10,552	Closed	-$257K	–	286
2015 Q4	$257K	Buy	10,552 +422	+4%	+$10.4K	0.1%	225
2015 Q3	$230K	Buy	+10,130	New	+$254K	0.09%	236
2015 Q1	$294K	Buy	+10,300	New	+$272K	0.09%	224

Other funds holding HEWG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Optimum Investment Advisors's HEWG Position: Q2 2019 in Review

Optimum Investment Advisors sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q2 2019, closing a stake of 314 shares — an estimated $8K sold.

Optimum Investment Advisors first reported a position in HEWG in Q1 2015 and held it in 8 quarters. The position peaked at $294K in Q1 2015. 42 funds tracked by Wall St. Rank hold HEWG as of Q2 2019.

Optimum Investment Advisors reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q2 2019 after selling out during the quarter.
Optimum Investment Advisors sold 314 iShares Currency Hedged MSCI Germany ETF shares in Q2 2019, an estimated $8K.
Optimum Investment Advisors first reported a position in iShares Currency Hedged MSCI Germany ETF in Q1 2015 and held it in 8 quarters.
Optimum Investment Advisors's iShares Currency Hedged MSCI Germany ETF position peaked at $294K in Q1 2015.
42 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q2 2019.

Based on Optimum Investment Advisors's 13F filing for Q2 2019, filed 29 Jul 2019.