Advantage Investment Management’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Advantage Investment Management’s Portfolio HEWJ Stock Details HEWJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$4K	Sell	125 -3	-2%	-$90	﹤0.01%	785
2019 Q2	$4K	Buy	128 +3	+2%	+$91	﹤0.01%	795
2019 Q1	$4K	Sell	125 -3	-2%	-$90	﹤0.01%	790
2018 Q4	$4K	Sell	128 -125	-49%	-$3.89K	﹤0.01%	810
2018 Q3	$9K	Buy	253 +3	+1%	+$97	0.01%	727
2018 Q2	$8K	Hold	250	–	–	0.01%	682
2018 Q1	$8K	Hold	250	–	–	﹤0.01%	712
2017 Q4	$8K	Sell	250 -3	-1%	-$98	﹤0.01%	731
2017 Q3	$8K	Buy	253 +3	+1%	+$89	﹤0.01%	735
2017 Q2	$7K	Sell	250 -103	-29%	-$2.96K	﹤0.01%	769
2017 Q1	$10K	Buy	353 +103	+41%	+$2.92K	﹤0.01%	682
2016 Q4	$7K	Hold	250	–	–	﹤0.01%	695
2016 Q3	$6K	Hold	250	–	–	﹤0.01%	702
2016 Q2	$6K	Hold	250	–	–	﹤0.01%	670
2016 Q1	$6K	Sell	250 -400	-62%	-$10.2K	﹤0.01%	655
2015 Q4	$19K	Hold	650	–	–	0.01%	477
2015 Q3	$18K	Hold	650	–	–	0.01%	469
2015 Q2	$21K	Buy	+650	New	+$20.7K	0.01%	469

Other funds holding HEWJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Advantage Investment Management's HEWJ Position: Q3 2019 in Review

Advantage Investment Management reduced its iShares Currency Hedged MSCI Japan ETF (HEWJ) stake by 2.3% in Q3 2019, selling an estimated $90 and leaving 125 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Advantage Investment Management first reported a position in HEWJ in Q2 2015 and has held it in 18 quarters since. The position peaked at $21K in Q2 2015. 62 funds tracked by Wall St. Rank hold HEWJ as of Q3 2019.

Advantage Investment Management held 125 shares of iShares Currency Hedged MSCI Japan ETF worth $4K as of Q3 2019.
Advantage Investment Management sold 3 iShares Currency Hedged MSCI Japan ETF shares in Q3 2019, an estimated $90.
iShares Currency Hedged MSCI Japan ETF made up ﹤0.01% of Advantage Investment Management's portfolio in Q3 2019, its #785 holding.
Advantage Investment Management first reported a position in iShares Currency Hedged MSCI Japan ETF in Q2 2015 and has held it in 18 quarters since.
Advantage Investment Management's iShares Currency Hedged MSCI Japan ETF position peaked at $21K in Q2 2015.
62 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.