Realta Investment Advisors’s iShares Currency Hedged MSCI Canada ETF HEWC Stock Holding History

Realta Investment Advisors’s Portfolio HEWC Stock Details HEWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-680	Closed	-$19K	–	1495
2019 Q4	$19K	Sell	680 -7	-1%	-$189	0.01%	954
2019 Q3	$19K	Hold	687	–	–	0.01%	939
2019 Q2	$19K	Sell	687 -27	-4%	-$715	0.01%	955
2019 Q1	$19K	Buy	+714	New	+$17.9K	0.01%	771

Other funds holding HEWC

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

FTUS

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Realta Investment Advisors's HEWC Position: Q1 2020 in Review

Realta Investment Advisors sold out of iShares Currency Hedged MSCI Canada ETF (HEWC) in Q1 2020, closing a stake of 680 shares — an estimated $19K sold.

Realta Investment Advisors first reported a position in HEWC in Q1 2019 and held it in 4 quarters. The position peaked at $19K in Q4 2019. 16 funds tracked by Wall St. Rank hold HEWC as of Q1 2020.

Realta Investment Advisors reported no remaining iShares Currency Hedged MSCI Canada ETF position as of Q1 2020 after selling out during the quarter.
Realta Investment Advisors sold 680 iShares Currency Hedged MSCI Canada ETF shares in Q1 2020, an estimated $19K.
Realta Investment Advisors first reported a position in iShares Currency Hedged MSCI Canada ETF in Q1 2019 and held it in 4 quarters.
Realta Investment Advisors's iShares Currency Hedged MSCI Canada ETF position peaked at $19K in Q4 2019.
16 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Canada ETF as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.