Bellevue Asset Management’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Bellevue Asset 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 Q4	–	Sell	-64	Closed	-$2.63K	–	500
2024 Q3	$2.63K	Hold	64	–	–	﹤0.01%	384
2024 Q2	$2.79K	Hold	64	–	–	﹤0.01%	377
2024 Q1	$2.69K	Hold	64	–	–	﹤0.01%	380
2023 Q4	$2.23K	Hold	64	–	–	﹤0.01%	392
2023 Q3	$2.19K	Hold	64	–	–	﹤0.01%	372
2023 Q2	$2.15K	Hold	64	–	–	﹤0.01%	398
2023 Q1	$1.85K	Hold	64	–	–	﹤0.01%	420
2022 Q4	$1.67K	Hold	64	–	–	﹤0.01%	421
2022 Q3	$2K	Hold	64	–	–	﹤0.01%	405
2022 Q2	$3K	Hold	64	–	–	﹤0.01%	354
2022 Q1	$2K	Hold	64	–	–	﹤0.01%	456
2021 Q4	$3K	Hold	64	–	–	﹤0.01%	443
2021 Q3	$3K	Hold	64	–	–	﹤0.01%	458
2021 Q2	$2K	Sell	64 -251	-80%	-$9.66K	﹤0.01%	521
2021 Q1	$12K	Hold	315	–	–	0.01%	342
2020 Q4	$12K	Sell	315 -429	-58%	-$14.4K	0.01%	332
2020 Q3	$24K	Hold	744	–	–	0.02%	240
2020 Q2	$23K	Hold	744	–	–	0.02%	248
2020 Q1	$21K	Hold	744	–	–	0.02%	265
2019 Q4	$25K	Buy	+744	New	+$24.4K	0.02%	233

Other funds holding HEWJ

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

Bellevue Asset Management's HEWJ Position: Q4 2024 in Review

Bellevue Asset Management sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q4 2024, closing a stake of 64 shares — an estimated $2.63K sold.

Bellevue Asset Management first reported a position in HEWJ in Q4 2019 and held it in 20 quarters. The position peaked at $25K in Q4 2019. 70 funds tracked by Wall St. Rank hold HEWJ as of Q4 2024.

Bellevue Asset Management reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q4 2024 after selling out during the quarter.
Bellevue Asset Management sold 64 iShares Currency Hedged MSCI Japan ETF shares in Q4 2024, an estimated $2.63K.
Bellevue Asset Management first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2019 and held it in 20 quarters.
Bellevue Asset Management's iShares Currency Hedged MSCI Japan ETF position peaked at $25K in Q4 2019.
70 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q4 2024.

Based on Bellevue Asset Management's 13F filing for Q4 2024, filed 6 Feb 2025.