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Baldwin Wealth Partners’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Baldwin Wealth 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
2022
Q3 		– Sell
-60
Closed -$2K – 684
2022
Q2 		$2K Hold
60
– – ﹤0.01% 650
2022
Q1 		$2K Buy
+60
New +$2.28K ﹤0.01% 644

Other funds holding HEWJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
SA
swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return

Baldwin Wealth Partners's HEWJ Position: Q3 2022 in Review

Baldwin Wealth Partners sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q3 2022, closing a stake of 60 shares — an estimated $2K sold.

Baldwin Wealth Partners first reported a position in HEWJ in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 59 funds tracked by Wall St. Rank hold HEWJ as of Q3 2022.

  • Baldwin Wealth Partners reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q3 2022 after selling out during the quarter.
  • Baldwin Wealth Partners sold 60 iShares Currency Hedged MSCI Japan ETF shares in Q3 2022, an estimated $2K.
  • Baldwin Wealth Partners first reported a position in iShares Currency Hedged MSCI Japan ETF in Q1 2022 and held it in 2 quarters.
  • Baldwin Wealth Partners's iShares Currency Hedged MSCI Japan ETF position peaked at $2K in Q2 2022.
  • 59 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q3 2022.

Based on Baldwin Wealth Partners's 13F filing for Q3 2022, filed 14 Oct 2022.