SIS
HEWG

Sound Income Strategies’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Sound Income Strategies’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
2018
Q3 		– Sell
-317
Closed -$9K – 877
2018
Q2 		$9K Hold
317
– – 0.01% 341
2018
Q1 		$9K Hold
317
– – 0.01% 309
2017
Q4 		$9K Buy
+317
New +$9.22K 0.01% 245

Other funds holding HEWG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
DG
Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return

Sound Income Strategies's HEWG Position: Q3 2018 in Review

Sound Income Strategies sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q3 2018, closing a stake of 317 shares — an estimated $9K sold.

Sound Income Strategies first reported a position in HEWG in Q4 2017 and held it in 3 quarters. The position peaked at $9K in Q2 2018. 51 funds tracked by Wall St. Rank hold HEWG as of Q3 2018.

  • Sound Income Strategies reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q3 2018 after selling out during the quarter.
  • Sound Income Strategies sold 317 iShares Currency Hedged MSCI Germany ETF shares in Q3 2018, an estimated $9K.
  • Sound Income Strategies first reported a position in iShares Currency Hedged MSCI Germany ETF in Q4 2017 and held it in 3 quarters.
  • Sound Income Strategies's iShares Currency Hedged MSCI Germany ETF position peaked at $9K in Q2 2018.
  • 51 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q3 2018.

Based on Sound Income Strategies's 13F filing for Q3 2018, filed 1 Oct 2018.