Carson Wealth (CWM LLC)
HEWJ icon

Carson Wealth (CWM LLC)’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$46.7K Hold
830
– – ﹤0.01% 3870
2025
Q4 		$44K Buy
+830
New +$43.8K ﹤0.01% 3696
2025
Q1 		– Sell
-434
Closed -$18K – 5115
2024
Q4 		$18K Hold
434
– – ﹤0.01% 3514
2024
Q3 		$18K Hold
434
– – ﹤0.01% 3429
2024
Q2 		$19K Hold
434
– – ﹤0.01% 3142
2024
Q1 		$18K Hold
434
– – ﹤0.01% 2968
2023
Q4 		$15K Hold
434
– – ﹤0.01% 2940
2023
Q3 		$15K Hold
434
– – ﹤0.01% 2873
2023
Q2 		$15K Hold
434
– – ﹤0.01% 2814
2023
Q1 		$13K Hold
434
– – ﹤0.01% 2788
2022
Q4 		$11K Hold
434
– – ﹤0.01% 2750
2022
Q3 		$16K Hold
434
– – ﹤0.01% 2378
2022
Q2 		$16K Hold
434
– – ﹤0.01% 2263
2022
Q1 		$17K Sell
434
-1
-0.2% -$38 ﹤0.01% 2174
2021
Q4 		$17K Buy
+435
New +$17.4K ﹤0.01% 2071
2021
Q2 		$17K Hold
434
– – ﹤0.01% 1866
2021
Q1 		$17K Hold
434
– – ﹤0.01% 1866
2020
Q4 		$17K Hold
434
– – ﹤0.01% 1866
2020
Q3 		$17K Hold
434
– – ﹤0.01% 1866
2020
Q2 		$17K Hold
434
– – ﹤0.01% 1866
2020
Q1 		$17K Hold
434
– – ﹤0.01% 1866
2019
Q4 		$17K Hold
434
– – ﹤0.01% 1866
2019
Q3 		$17K Hold
434
– – ﹤0.01% 1866
2019
Q2 		$17K Hold
434
– – ﹤0.01% 1866
2019
Q1 		$17K Sell
434
-282,855
-100% -$8.5M ﹤0.01% 1866
2018
Q4 		$7.96M Sell
283,289
-172,684
-38% -$5.37M 0.2% 107
2018
Q3 		$15.6M Sell
455,973
-29,437
-6% -$954K 0.4% 67
2018
Q2 		$15.7M Buy
485,410
+47,002
+11% +$1.54M 0.52% 53
2018
Q1 		$14.1M Buy
438,408
+114,794
+35% +$3.78M 0.56% 49
2017
Q4 		$10.8M Buy
+323,614
New +$10.6M 0.48% 52

Other funds holding HEWJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HEWJ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its iShares Currency Hedged MSCI Japan ETF (HEWJ) position steady in Q1 2026 at 830 shares worth $46.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3870.

Carson Wealth (CWM LLC) first reported a position in HEWJ in Q4 2017 and has held it in 30 quarters since. The position peaked at $15.7M in Q2 2018. 84 funds tracked by Wall St. Rank hold HEWJ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 830 shares of iShares Currency Hedged MSCI Japan ETF worth $46.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares Currency Hedged MSCI Japan ETF share count unchanged in Q1 2026.
  • iShares Currency Hedged MSCI Japan ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3870 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2017 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Currency Hedged MSCI Japan ETF position peaked at $15.7M in Q2 2018.
  • 84 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.