VFA
HEWG

Valeo Financial Advisors’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Valeo Financial Advisors’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
Q3 		– Sell
-156
Closed -$4K – 1706
2019
Q2 		$4K Buy
+156
New +$4.23K ﹤0.01% 1302

Other funds holding HEWG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Valeo Financial Advisors sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q3 2019, closing a stake of 156 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in HEWG in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 32 funds tracked by Wall St. Rank hold HEWG as of Q3 2019.

  • Valeo Financial Advisors reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q3 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 156 iShares Currency Hedged MSCI Germany ETF shares in Q3 2019, an estimated $4K.
  • Valeo Financial Advisors first reported a position in iShares Currency Hedged MSCI Germany ETF in Q2 2019 and held it in 1 quarter.
  • Valeo Financial Advisors's iShares Currency Hedged MSCI Germany ETF position peaked at $4K in Q2 2019.
  • 32 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q3 2019.

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