Steward Partners Investment Advisory’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Steward Partners Investment Advisory’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
2019 Q4	–	Sell	-1,580	Closed	-$42K	–	2772
2019 Q3	$42K	Hold	1,580	–	–	﹤0.01%	1429
2019 Q2	$43K	Buy	+1,580	New	+$42.9K	﹤0.01%	1394
2018 Q3	–	Sell	-1,313	Closed	-$36K	–	2738
2018 Q2	$36K	Hold	1,313	–	–	﹤0.01%	1233
2018 Q1	$35K	Buy	+1,313	New	+$37.3K	﹤0.01%	1128

Other funds holding HEWG

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

BFEC

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Steward Partners Investment Advisory sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q4 2019, closing a stake of 1,580 shares — an estimated $42K sold.

Steward Partners Investment Advisory first reported a position in HEWG in Q1 2018 and held it in 4 quarters. The position peaked at $43K in Q2 2019. 39 funds tracked by Wall St. Rank hold HEWG as of Q4 2019.

Steward Partners Investment Advisory reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q4 2019 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,580 iShares Currency Hedged MSCI Germany ETF shares in Q4 2019, an estimated $42K.
Steward Partners Investment Advisory first reported a position in iShares Currency Hedged MSCI Germany ETF in Q1 2018 and held it in 4 quarters.
Steward Partners Investment Advisory's iShares Currency Hedged MSCI Germany ETF position peaked at $43K in Q2 2019.
39 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q4 2019.

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