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Advocacy Wealth Management Services’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Advocacy Wealth Management Services’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
2017
Q2 		– Sell
-629
Closed -$18K – 291
2017
Q1 		$18K Buy
629
+300
+91% +$8.5K 0.01% 158
2016
Q4 		$9K Buy
+329
New +$8.76K ﹤0.01% 210

Other funds holding HEWJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFM
Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Advocacy Wealth Management Services's HEWJ Position: Q2 2017 in Review

Advocacy Wealth Management Services sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q2 2017, closing a stake of 629 shares — an estimated $18K sold.

Advocacy Wealth Management Services first reported a position in HEWJ in Q4 2016 and held it in 2 quarters. The position peaked at $18K in Q1 2017. 70 funds tracked by Wall St. Rank hold HEWJ as of Q2 2017.

  • Advocacy Wealth Management Services reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q2 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 629 iShares Currency Hedged MSCI Japan ETF shares in Q2 2017, an estimated $18K.
  • Advocacy Wealth Management Services first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2016 and held it in 2 quarters.
  • Advocacy Wealth Management Services's iShares Currency Hedged MSCI Japan ETF position peaked at $18K in Q1 2017.
  • 70 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2017, filed 18 Jul 2017.