Vontobel Swiss Wealth Advisors’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Vontobel Swiss Wealth 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
2017 Q2	–	Sell	-131,526	Closed	-$3.66M	–	76
2017 Q1	$3.66M	Sell	131,526 -21,906	-14%	-$586K	1.98%	18
2016 Q4	$3.96M	Buy	153,432 +7,577	+5%	+$185K	2.44%	13
2016 Q3	$3.5M	Sell	145,855 -16,960	-10%	-$399K	1.87%	18
2016 Q2	$3.32M	Sell	162,815 -3,725	-2%	-$86K	1.97%	17
2016 Q1	$3.83M	Buy	+166,540	New	+$3.72M	2.04%	16

Other funds holding HEWG

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SAM

Solaris Asset Management New York $12.8M AUM 28.06% 1-Year Est. Return

FTUS

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

Vontobel Swiss Wealth Advisors's HEWG Position: Q2 2017 in Review

Vontobel Swiss Wealth Advisors sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q2 2017, closing a stake of 131,526 shares — an estimated $3.66M sold.

Vontobel Swiss Wealth Advisors first reported a position in HEWG in Q1 2016 and held it in 5 quarters. The position peaked at $3.96M in Q4 2016. 73 funds tracked by Wall St. Rank hold HEWG as of Q2 2017.

Vontobel Swiss Wealth Advisors reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q2 2017 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 131,526 iShares Currency Hedged MSCI Germany ETF shares in Q2 2017, an estimated $3.66M.
Vontobel Swiss Wealth Advisors first reported a position in iShares Currency Hedged MSCI Germany ETF in Q1 2016 and held it in 5 quarters.
Vontobel Swiss Wealth Advisors's iShares Currency Hedged MSCI Germany ETF position peaked at $3.96M in Q4 2016.
73 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q2 2017.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2017, filed 24 Jul 2017.