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Avantax Planning Partners’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-205
Closed -$7K – 668
2018
Q3 		$7K Buy
+205
New +$6.64K ﹤0.01% 978
2018
Q2 		– Sell
-205
Closed -$7K – 748
2018
Q1 		$7K Buy
+205
New +$6.75K ﹤0.01% 1199

Other funds holding HEWJ

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Avantax Planning Partners's HEWJ Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q4 2018, closing a stake of 205 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in HEWJ in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 75 funds tracked by Wall St. Rank hold HEWJ as of Q4 2018.

  • Avantax Planning Partners reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 205 iShares Currency Hedged MSCI Japan ETF shares in Q4 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in iShares Currency Hedged MSCI Japan ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's iShares Currency Hedged MSCI Japan ETF position peaked at $7K in Q3 2018.
  • 75 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.