Partnervest Advisory Services’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Partnervest Advisory Services’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 Q1	–	Sell	-22,898	Closed	-$544K	–	280
2018 Q4	$544K	Sell	22,898 -5,973	-21%	-$151K	0.26%	84
2018 Q3	$786K	Buy	28,871 +5,970	+26%	+$165K	0.31%	71
2018 Q2	$636K	Sell	22,901 -4,458	-16%	-$127K	0.29%	71
2018 Q1	$750K	Buy	27,359 +4,260	+18%	+$121K	0.36%	59
2017 Q4	$663K	Buy	23,099 +15,126	+190%	+$440K	0.32%	73
2017 Q3	$227K	Sell	7,973 -143	-2%	-$3.92K	0.11%	165
2017 Q2	$227K	Buy	8,116 +55	+0.7%	+$1.56K	0.1%	174
2017 Q1	$224K	Sell	8,061 -1,526	-16%	-$40.8K	0.1%	174
2016 Q4	$248K	Sell	9,587 -218	-2%	-$5.33K	0.11%	169
2016 Q3	$235K	Sell	9,805 -23	-0.2%	-$540	0.11%	179
2016 Q2	$223K	Sell	9,828 -92	-0.9%	-$2.13K	0.11%	179
2016 Q1	$228K	Sell	9,920 -4,577	-32%	-$102K	0.12%	170
2015 Q4	$353K	Buy	+14,497	New	+$357K	0.2%	102

Other funds holding HEWG

JP Morgan Chase New York $1.56T AUM 27.86% 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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 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

Partnervest Advisory Services's HEWG Position: Q1 2019 in Review

Partnervest Advisory Services sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q1 2019, closing a stake of 22,898 shares — an estimated $544K sold.

Partnervest Advisory Services first reported a position in HEWG in Q4 2015 and held it in 13 quarters. The position peaked at $786K in Q3 2018. 42 funds tracked by Wall St. Rank hold HEWG as of Q1 2019.

Partnervest Advisory Services reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q1 2019 after selling out during the quarter.
Partnervest Advisory Services sold 22,898 iShares Currency Hedged MSCI Germany ETF shares in Q1 2019, an estimated $544K.
Partnervest Advisory Services first reported a position in iShares Currency Hedged MSCI Germany ETF in Q4 2015 and held it in 13 quarters.
Partnervest Advisory Services's iShares Currency Hedged MSCI Germany ETF position peaked at $786K in Q3 2018.
42 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q1 2019.

Based on Partnervest Advisory Services's 13F filing for Q1 2019, filed 13 May 2019.