RFA
HEWG

Reilly Financial Advisors’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Reilly Financial 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
2017
Q3 		– Sell
-651
Closed -$18K – 1026
2017
Q2 		$18K Buy
+651
New +$18.5K ﹤0.01% 530
2016
Q1 		– Sell
-1,477
Closed -$36K – 1293
2015
Q4 		$36K Buy
+1,477
New +$36.4K 0.01% 450
2015
Q2 		– Sell
-131
Closed -$4K – 1437
2015
Q1 		$4K Buy
+131
New +$3.46K ﹤0.01% 1071

Other funds holding HEWG

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CM
Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Reilly Financial Advisors's HEWG Position: Q3 2017 in Review

Reilly Financial Advisors sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q3 2017, closing a stake of 651 shares — an estimated $18K sold.

Reilly Financial Advisors first reported a position in HEWG in Q1 2015 and held it in 3 quarters. The position peaked at $36K in Q4 2015. 70 funds tracked by Wall St. Rank hold HEWG as of Q3 2017.

  • Reilly Financial Advisors reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q3 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 651 iShares Currency Hedged MSCI Germany ETF shares in Q3 2017, an estimated $18K.
  • Reilly Financial Advisors first reported a position in iShares Currency Hedged MSCI Germany ETF in Q1 2015 and held it in 3 quarters.
  • Reilly Financial Advisors's iShares Currency Hedged MSCI Germany ETF position peaked at $36K in Q4 2015.
  • 70 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q3 2017.

Based on Reilly Financial Advisors's 13F filing for Q3 2017, filed 20 Oct 2017.