RCA
HEWG

Rowland Carmichael Advisors’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Rowland Carmichael 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
Q1 		– Sell
-792
Closed -$20K – 323
2016
Q4 		$20K Buy
+792
New +$19.4K 0.01% 284

Other funds holding HEWG

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
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CM
Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rowland Carmichael Advisors's HEWG Position: Q1 2017 in Review

Rowland Carmichael Advisors sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q1 2017, closing a stake of 792 shares — an estimated $20K sold.

Rowland Carmichael Advisors first reported a position in HEWG in Q4 2016 and held it in 1 quarter. The position peaked at $20K in Q4 2016. 65 funds tracked by Wall St. Rank hold HEWG as of Q1 2017.

  • Rowland Carmichael Advisors reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q1 2017 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 792 iShares Currency Hedged MSCI Germany ETF shares in Q1 2017, an estimated $20K.
  • Rowland Carmichael Advisors first reported a position in iShares Currency Hedged MSCI Germany ETF in Q4 2016 and held it in 1 quarter.
  • Rowland Carmichael Advisors's iShares Currency Hedged MSCI Germany ETF position peaked at $20K in Q4 2016.
  • 65 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q1 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2017, filed 10 Feb 2020.