Bank Hapoalim BM’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Bank Hapoalim BM’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 Q1	–	Sell	-530	Closed	-$18	–	199
2017 Q4	$18	Sell	530 -3,310	-86%	-$108K	﹤0.01%	199
2017 Q3	$118K	Sell	3,840 -2,630	-41%	-$78.1K	0.03%	207
2017 Q2	$193K	Hold	6,470	–	–	0.05%	198
2017 Q1	$181K	Hold	6,470	–	–	0.04%	193
2016 Q4	$180K	Buy	6,470 +3,390	+110%	+$90.2K	0.05%	172
2016 Q3	$76K	Sell	3,080 -2,000	-39%	-$48.4K	0.02%	195
2016 Q2	$119K	Hold	5,080	–	–	0.03%	172
2016 Q1	$128K	Hold	5,080	–	–	0.03%	158
2015 Q4	$146K	Sell	5,080 -73,220	-94%	-$2.17M	0.03%	162
2015 Q3	$3.12M	Buy	78,300 +73,220	+1,441%	+$2.22M	0.73%	36
2015 Q2	$161K	Buy	+5,080	New	+$162K	0.03%	171

Other funds holding HEWJ

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SFM

Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank Hapoalim BM's HEWJ Position: Q1 2018 in Review

Bank Hapoalim BM sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q1 2018, closing a stake of 530 shares — an estimated $18 sold.

Bank Hapoalim BM first reported a position in HEWJ in Q2 2015 and held it in 11 quarters. The position peaked at $3.12M in Q3 2015. 74 funds tracked by Wall St. Rank hold HEWJ as of Q1 2018.

Bank Hapoalim BM reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q1 2018 after selling out during the quarter.
Bank Hapoalim BM sold 530 iShares Currency Hedged MSCI Japan ETF shares in Q1 2018, an estimated $18.
Bank Hapoalim BM first reported a position in iShares Currency Hedged MSCI Japan ETF in Q2 2015 and held it in 11 quarters.
Bank Hapoalim BM's iShares Currency Hedged MSCI Japan ETF position peaked at $3.12M in Q3 2015.
74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q1 2018.

Based on Bank Hapoalim BM's 13F filing for Q1 2018, filed 30 Apr 2018.