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

Provence Wealth Management 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
2023 Q4	$17.2K	Sell	532 -250	-32%	-$7.58K	0.01%	280
2023 Q3	$23.1K	Buy	+782	New	+$23.8K	0.01%	248

Other funds holding HEWG

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

TLCM

Twin Lakes Capital Management Redwood Shores, California $220M AUM 31.75% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Provence Wealth Management Group's HEWG Position: Q4 2023 in Review

Provence Wealth Management Group reduced its iShares Currency Hedged MSCI Germany ETF (HEWG) stake by 32% in Q4 2023, selling an estimated $7.58K and leaving 532 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #280.

Provence Wealth Management Group first reported a position in HEWG in Q3 2023 and has held it in 2 quarters since. The position peaked at $23.1K in Q3 2023. 19 funds tracked by Wall St. Rank hold HEWG as of Q4 2023.

Provence Wealth Management Group held 532 shares of iShares Currency Hedged MSCI Germany ETF worth $17.2K as of Q4 2023.
Provence Wealth Management Group sold 250 iShares Currency Hedged MSCI Germany ETF shares in Q4 2023, an estimated $7.58K.
iShares Currency Hedged MSCI Germany ETF made up 0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #280 holding.
Provence Wealth Management Group first reported a position in iShares Currency Hedged MSCI Germany ETF in Q3 2023 and has held it in 2 quarters since.
Provence Wealth Management Group's iShares Currency Hedged MSCI Germany ETF position peaked at $23.1K in Q3 2023.
19 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.