WealthSource Partners’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

WealthSource Partners’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
2018 Q2	–	Sell	-8,125	Closed	-$223K	–	327
2018 Q1	$223K	Sell	8,125 -275	-3%	-$7.8K	0.07%	253
2017 Q4	$241K	Sell	8,400 -400	-5%	-$11.6K	0.07%	246
2017 Q3	$251K	Sell	8,800 -80,180	-90%	-$2.2M	0.08%	228
2017 Q2	$2.49M	Buy	+88,980	New	+$2.53M	0.85%	36

Other funds holding HEWG

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return

WealthSource Partners's HEWG Position: Q2 2018 in Review

WealthSource Partners sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q2 2018, closing a stake of 8,125 shares — an estimated $223K sold.

WealthSource Partners first reported a position in HEWG in Q2 2017 and held it in 4 quarters. The position peaked at $2.49M in Q2 2017. 55 funds tracked by Wall St. Rank hold HEWG as of Q2 2018.

WealthSource Partners reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q2 2018 after selling out during the quarter.
WealthSource Partners sold 8,125 iShares Currency Hedged MSCI Germany ETF shares in Q2 2018, an estimated $223K.
WealthSource Partners first reported a position in iShares Currency Hedged MSCI Germany ETF in Q2 2017 and held it in 4 quarters.
WealthSource Partners's iShares Currency Hedged MSCI Germany ETF position peaked at $2.49M in Q2 2017.
55 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q2 2018.

Based on WealthSource Partners's 13F filing for Q2 2018, filed 14 Aug 2018.