Richard Bernstein Advisors’s iShares Currency Hedged MSCI United Kingdom ETF HEWU Stock Holding History

Richard Bernstein Advisors’s Portfolio HEWU Stock Details HEWU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-297,711	Closed	-$7.05M	–	219
2017 Q1	$7.05M	Buy	297,711 +76,528	+35%	+$1.79M	0.55%	48
2016 Q4	$5M	Buy	221,183 +29,888	+16%	+$729K	0.42%	81
2016 Q3	$4.84M	Buy	+191,295	New	+$4.73M	0.46%	63

Other funds holding HEWU

FTUS

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

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

EAMA

EFG Asset Management (Americas) Miami, Florida $579M AUM 24.22% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

Richard Bernstein Advisors's HEWU Position: Q2 2017 in Review

Richard Bernstein Advisors sold out of iShares Currency Hedged MSCI United Kingdom ETF (HEWU) in Q2 2017, closing a stake of 297,711 shares — an estimated $7.05M sold.

Richard Bernstein Advisors first reported a position in HEWU in Q3 2016 and held it in 3 quarters. The position peaked at $7.05M in Q1 2017. 11 funds tracked by Wall St. Rank hold HEWU as of Q2 2017.

Richard Bernstein Advisors reported no remaining iShares Currency Hedged MSCI United Kingdom ETF position as of Q2 2017 after selling out during the quarter.
Richard Bernstein Advisors sold 297,711 iShares Currency Hedged MSCI United Kingdom ETF shares in Q2 2017, an estimated $7.05M.
Richard Bernstein Advisors first reported a position in iShares Currency Hedged MSCI United Kingdom ETF in Q3 2016 and held it in 3 quarters.
Richard Bernstein Advisors's iShares Currency Hedged MSCI United Kingdom ETF position peaked at $7.05M in Q1 2017.
11 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI United Kingdom ETF as of Q2 2017.

Based on Richard Bernstein Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.