Sowell Financial Services’s iShares Adaptive Currency Hedged MSCI EAFE ETF DEFA Stock Holding History

Sowell Financial Services’s Portfolio DEFA Stock Details DEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,217	Closed	-$50K	–	2759
2020 Q1	$50K	Buy	+2,217	New	+$59.7K	﹤0.01%	1066

Other funds holding DEFA

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sowell Financial Services's DEFA Position: Q2 2020 in Review

Sowell Financial Services sold out of iShares Adaptive Currency Hedged MSCI EAFE ETF (DEFA) in Q2 2020, closing a stake of 2,217 shares — an estimated $50K sold.

Sowell Financial Services first reported a position in DEFA in Q1 2020 and held it in 1 quarter. The position peaked at $50K in Q1 2020. 7 funds tracked by Wall St. Rank hold DEFA as of Q2 2020.

Sowell Financial Services reported no remaining iShares Adaptive Currency Hedged MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
Sowell Financial Services sold 2,217 iShares Adaptive Currency Hedged MSCI EAFE ETF shares in Q2 2020, an estimated $50K.
Sowell Financial Services first reported a position in iShares Adaptive Currency Hedged MSCI EAFE ETF in Q1 2020 and held it in 1 quarter.
Sowell Financial Services's iShares Adaptive Currency Hedged MSCI EAFE ETF position peaked at $50K in Q1 2020.
7 funds tracked by Wall St. Rank held iShares Adaptive Currency Hedged MSCI EAFE ETF as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.