Steward Partners Investment Advisory’s iShares Currency Hedged MSCI Canada ETF HEWC Stock Holding History

Steward Partners Investment Advisory’s Portfolio HEWC Stock Details HEWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,639	Closed	-$44K	–	2784
2019 Q3	$44K	Hold	1,639	–	–	﹤0.01%	1416
2019 Q2	$43K	Buy	+1,639	New	+$43.4K	﹤0.01%	1396

Other funds holding HEWC

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FTUS

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Steward Partners Investment Advisory's HEWC Position: Q4 2019 in Review

Steward Partners Investment Advisory sold out of iShares Currency Hedged MSCI Canada ETF (HEWC) in Q4 2019, closing a stake of 1,639 shares — an estimated $44K sold.

Steward Partners Investment Advisory first reported a position in HEWC in Q2 2019 and held it in 2 quarters. The position peaked at $44K in Q3 2019. 15 funds tracked by Wall St. Rank hold HEWC as of Q4 2019.

Steward Partners Investment Advisory reported no remaining iShares Currency Hedged MSCI Canada ETF position as of Q4 2019 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,639 iShares Currency Hedged MSCI Canada ETF shares in Q4 2019, an estimated $44K.
Steward Partners Investment Advisory first reported a position in iShares Currency Hedged MSCI Canada ETF in Q2 2019 and held it in 2 quarters.
Steward Partners Investment Advisory's iShares Currency Hedged MSCI Canada ETF position peaked at $44K in Q3 2019.
15 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Canada ETF as of Q4 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2019, filed 17 Jan 2020.