Bank Julius Baer & Co
HEWJ icon

Bank Julius Baer & Co’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-15,231
Closed -$604K – 673
2021
Q4 		$604K Buy
15,231
+2,817
+23% +$113K ﹤0.01% 403
2021
Q3 		$499K Sell
12,414
-67
-0.5% -$2.62K ﹤0.01% 428
2021
Q2 		$485K Sell
12,481
-87
-0.7% -$3.35K ﹤0.01% 453
2021
Q1 		$489K Sell
12,568
-3,211
-20% -$121K ﹤0.01% 451
2020
Q4 		$566K Buy
15,779
+1,356
+9% +$45.7K ﹤0.01% 431
2020
Q3 		$461K Buy
14,423
+6,519
+82% +$203K ﹤0.01% 394
2020
Q2 		$243K Sell
7,904
-2,545
-24% -$74.7K ﹤0.01% 435
2020
Q1 		$283K Buy
+10,449
New +$321K 0.01% 369

Other funds holding HEWJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
SA
swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Bank Julius Baer & Co's HEWJ Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q1 2022, closing a stake of 15,231 shares — an estimated $604K sold.

Bank Julius Baer & Co first reported a position in HEWJ in Q1 2020 and held it in 8 quarters. The position peaked at $604K in Q4 2021. 60 funds tracked by Wall St. Rank hold HEWJ as of Q1 2022.

  • Bank Julius Baer & Co reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q1 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 15,231 iShares Currency Hedged MSCI Japan ETF shares in Q1 2022, an estimated $604K.
  • Bank Julius Baer & Co first reported a position in iShares Currency Hedged MSCI Japan ETF in Q1 2020 and held it in 8 quarters.
  • Bank Julius Baer & Co's iShares Currency Hedged MSCI Japan ETF position peaked at $604K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.