Stelac Advisory Services’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Stelac Advisory Services’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 Q4	–	Sell	-28,400	Closed	-$809K	–	87
2017 Q3	$809K	Hold	28,400	–	–	0.24%	35
2017 Q2	$795K	Hold	28,400	–	–	0.26%	23
2017 Q1	$930K	Hold	28,400	–	–	0.29%	23
2016 Q4	$734K	Buy	+28,400	New	+$695K	0.24%	26

Other funds holding HEWG

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

SAM

Solaris Asset Management New York $12.8M AUM 28.06% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stelac Advisory Services's HEWG Position: Q4 2017 in Review

Stelac Advisory Services sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q4 2017, closing a stake of 28,400 shares — an estimated $809K sold.

Stelac Advisory Services first reported a position in HEWG in Q4 2016 and held it in 4 quarters. The position peaked at $930K in Q1 2017. 69 funds tracked by Wall St. Rank hold HEWG as of Q4 2017.

Stelac Advisory Services reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q4 2017 after selling out during the quarter.
Stelac Advisory Services sold 28,400 iShares Currency Hedged MSCI Germany ETF shares in Q4 2017, an estimated $809K.
Stelac Advisory Services first reported a position in iShares Currency Hedged MSCI Germany ETF in Q4 2016 and held it in 4 quarters.
Stelac Advisory Services's iShares Currency Hedged MSCI Germany ETF position peaked at $930K in Q1 2017.
69 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q4 2017.

Based on Stelac Advisory Services's 13F filing for Q4 2017, filed 12 Feb 2018.