WealthTrust-Arizona’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

WealthTrust-Arizona’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	-10,007	Closed	-$274K	–	718
2018 Q1	$274K	Sell	10,007 -1,510	-13%	-$42.8K	0.14%	53
2017 Q4	$330K	Sell	11,517 -1,668	-13%	-$48.5K	0.16%	48
2017 Q3	$376K	Sell	13,185 -8,512	-39%	-$233K	0.19%	43
2017 Q2	$607K	Buy	+21,697	New	+$617K	0.31%	29
2015 Q4	–	Sell	-15,908	Closed	-$361K	–	615
2015 Q3	$361K	Sell	15,908 -2,155	-12%	-$54K	0.22%	40
2015 Q2	$471K	Sell	18,063 -330	-2%	-$9.11K	0.28%	30
2015 Q1	$525K	Buy	+18,393	New	+$486K	0.32%	30

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

WealthTrust-Arizona's HEWG Position: Q2 2018 in Review

WealthTrust-Arizona sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q2 2018, closing a stake of 10,007 shares — an estimated $274K sold.

WealthTrust-Arizona first reported a position in HEWG in Q1 2015 and held it in 7 quarters. The position peaked at $607K in Q2 2017. 55 funds tracked by Wall St. Rank hold HEWG as of Q2 2018.

WealthTrust-Arizona reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q2 2018 after selling out during the quarter.
WealthTrust-Arizona sold 10,007 iShares Currency Hedged MSCI Germany ETF shares in Q2 2018, an estimated $274K.
WealthTrust-Arizona first reported a position in iShares Currency Hedged MSCI Germany ETF in Q1 2015 and held it in 7 quarters.
WealthTrust-Arizona's iShares Currency Hedged MSCI Germany ETF position peaked at $607K in Q2 2017.
55 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q2 2018.

Based on WealthTrust-Arizona's 13F filing for Q2 2018, filed 17 Jul 2018.