VFA
HEWC

Valeo Financial Advisors’s iShares Currency Hedged MSCI Canada ETF HEWC Stock Holding History

Valeo Financial Advisors’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
Q3 		– Sell
-160
Closed -$4K – 1709
2019
Q2 		$4K Buy
+160
New +$4.23K ﹤0.01% 1305

Other funds holding HEWC

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Jane Street
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CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Valeo Financial Advisors's HEWC Position: Q3 2019 in Review

Valeo Financial Advisors sold out of iShares Currency Hedged MSCI Canada ETF (HEWC) in Q3 2019, closing a stake of 160 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in HEWC in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 16 funds tracked by Wall St. Rank hold HEWC as of Q3 2019.

  • Valeo Financial Advisors reported no remaining iShares Currency Hedged MSCI Canada ETF position as of Q3 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 160 iShares Currency Hedged MSCI Canada ETF shares in Q3 2019, an estimated $4K.
  • Valeo Financial Advisors first reported a position in iShares Currency Hedged MSCI Canada ETF in Q2 2019 and held it in 1 quarter.
  • Valeo Financial Advisors's iShares Currency Hedged MSCI Canada ETF position peaked at $4K in Q2 2019.
  • 16 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Canada ETF as of Q3 2019.

Based on Valeo Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.