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Capital Analysts LLC’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Capital Analysts LLC’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
2023
Q4 		– Sell
-200
Closed -$7K – 1152
2023
Q3 		$7K Buy
+200
New +$6.74K ﹤0.01% 936

Other funds holding HEWJ

PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Capital Analysts LLC's HEWJ Position: Q4 2023 in Review

Capital Analysts LLC sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q4 2023, closing a stake of 200 shares — an estimated $7K sold.

Capital Analysts LLC first reported a position in HEWJ in Q3 2023 and held it in 1 quarter. The position peaked at $7K in Q3 2023. 59 funds tracked by Wall St. Rank hold HEWJ as of Q4 2023.

  • Capital Analysts LLC reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q4 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 200 iShares Currency Hedged MSCI Japan ETF shares in Q4 2023, an estimated $7K.
  • Capital Analysts LLC first reported a position in iShares Currency Hedged MSCI Japan ETF in Q3 2023 and held it in 1 quarter.
  • Capital Analysts LLC's iShares Currency Hedged MSCI Japan ETF position peaked at $7K in Q3 2023.
  • 59 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q4 2023.

Based on Capital Analysts LLC's 13F filing for Q4 2023, filed 30 Jan 2024.