AWM
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Avior Wealth Management’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Avior Wealth 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
2024
Q3 		– Sell
-1,000
Closed -$43.6K – 2359
2024
Q2 		$43.6K Buy
+1,000
New +$41.8K ﹤0.01% 1141

Other funds holding HEWJ

PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avior Wealth Management's HEWJ Position: Q3 2024 in Review

Avior Wealth Management sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q3 2024, closing a stake of 1,000 shares — an estimated $43.6K sold.

Avior Wealth Management first reported a position in HEWJ in Q2 2024 and held it in 1 quarter. The position peaked at $43.6K in Q2 2024. 62 funds tracked by Wall St. Rank hold HEWJ as of Q3 2024.

  • Avior Wealth Management reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1,000 iShares Currency Hedged MSCI Japan ETF shares in Q3 2024, an estimated $43.6K.
  • Avior Wealth Management first reported a position in iShares Currency Hedged MSCI Japan ETF in Q2 2024 and held it in 1 quarter.
  • Avior Wealth Management's iShares Currency Hedged MSCI Japan ETF position peaked at $43.6K in Q2 2024.
  • 62 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.