Allworth Financial’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Allworth Financial’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
2023 Q1	–	Sell	-430	Closed	-$11.3K	–	3244
2022 Q4	$11.3K	Buy	430 +101	+31%	+$3.56K	﹤0.01%	1655
2022 Q3	$12K	Buy	329 +2	+0.6%	+$77	﹤0.01%	1547
2022 Q2	$12K	Sell	327 -113	-26%	-$4.28K	﹤0.01%	1491
2022 Q1	$17K	Hold	440	–	–	﹤0.01%	1314
2021 Q4	$17K	Buy	440 +5	+1%	+$200	﹤0.01%	1184
2021 Q3	$17K	Buy	435 +2	+0.5%	+$78	﹤0.01%	1088
2021 Q2	$17K	Buy	433 +333	+333%	+$12.8K	﹤0.01%	894
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	1180
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	1020
2020 Q3	$3K	Buy	+100	New	+$3.12K	﹤0.01%	928

Other funds holding HEWJ

BlackRock New York $5.72T AUM 30.48% 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

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

swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Allworth Financial's HEWJ Position: Q1 2023 in Review

Allworth Financial sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q1 2023, closing a stake of 430 shares — an estimated $11.3K sold.

Allworth Financial first reported a position in HEWJ in Q3 2020 and held it in 10 quarters. The position peaked at $17K in Q1 2022. 48 funds tracked by Wall St. Rank hold HEWJ as of Q1 2023.

Allworth Financial reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q1 2023 after selling out during the quarter.
Allworth Financial sold 430 iShares Currency Hedged MSCI Japan ETF shares in Q1 2023, an estimated $11.3K.
Allworth Financial first reported a position in iShares Currency Hedged MSCI Japan ETF in Q3 2020 and held it in 10 quarters.
Allworth Financial's iShares Currency Hedged MSCI Japan ETF position peaked at $17K in Q1 2022.
48 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q1 2023.

Based on Allworth Financial's 13F filing for Q1 2023, filed 18 Apr 2023.