Bellecapital’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Bellecapital’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 Q3	–	Sell	-21,000	Closed	-$677K	–	92
2018 Q2	$677K	Hold	21,000	–	–	0.49%	36
2018 Q1	$674K	Hold	21,000	–	–	0.63%	34
2017 Q4	$700K	Hold	21,000	–	–	0.57%	36
2017 Q3	$647K	Sell	21,000 -20,000	-49%	-$594K	0.76%	33
2017 Q2	$1.22M	Hold	41,000	–	–	1.07%	26
2017 Q1	$1.15M	Buy	+41,000	New	+$1.16M	1.06%	27

Other funds holding HEWJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFM

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Bellecapital's HEWJ Position: Q3 2018 in Review

Bellecapital sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q3 2018, closing a stake of 21,000 shares — an estimated $677K sold.

Bellecapital first reported a position in HEWJ in Q1 2017 and held it in 6 quarters. The position peaked at $1.22M in Q2 2017. 80 funds tracked by Wall St. Rank hold HEWJ as of Q3 2018.

Bellecapital reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q3 2018 after selling out during the quarter.
Bellecapital sold 21,000 iShares Currency Hedged MSCI Japan ETF shares in Q3 2018, an estimated $677K.
Bellecapital first reported a position in iShares Currency Hedged MSCI Japan ETF in Q1 2017 and held it in 6 quarters.
Bellecapital's iShares Currency Hedged MSCI Japan ETF position peaked at $1.22M in Q2 2017.
80 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q3 2018.

Based on Bellecapital's 13F filing for Q3 2018, filed 12 Oct 2018.