VWM
HEWU

Venturi Wealth Management’s iShares Currency Hedged MSCI United Kingdom ETF HEWU Stock Holding History

Venturi Wealth Management’s Portfolio HEWU Stock Details HEWU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-35,549
Closed -$819K – 208
2017
Q1 		$819K Buy
35,549
+17,797
+100% +$415K 0.19% 106
2016
Q4 		$402K Buy
+17,752
New +$433K 0.11% 126

Other funds holding HEWU

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EAMA
EFG Asset Management (Americas) Miami, Florida $579M AUM 24.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Venturi Wealth Management's HEWU Position: Q2 2017 in Review

Venturi Wealth Management sold out of iShares Currency Hedged MSCI United Kingdom ETF (HEWU) in Q2 2017, closing a stake of 35,549 shares — an estimated $819K sold.

Venturi Wealth Management first reported a position in HEWU in Q4 2016 and held it in 2 quarters. The position peaked at $819K in Q1 2017. 11 funds tracked by Wall St. Rank hold HEWU as of Q2 2017.

  • Venturi Wealth Management reported no remaining iShares Currency Hedged MSCI United Kingdom ETF position as of Q2 2017 after selling out during the quarter.
  • Venturi Wealth Management sold 35,549 iShares Currency Hedged MSCI United Kingdom ETF shares in Q2 2017, an estimated $819K.
  • Venturi Wealth Management first reported a position in iShares Currency Hedged MSCI United Kingdom ETF in Q4 2016 and held it in 2 quarters.
  • Venturi Wealth Management's iShares Currency Hedged MSCI United Kingdom ETF position peaked at $819K in Q1 2017.
  • 11 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI United Kingdom ETF as of Q2 2017.

Based on Venturi Wealth Management's 13F filing for Q2 2017, filed 7 Aug 2017.