COMPASS FINANCIAL MANAGEMENT LLC’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 Q2	$95.9K	Buy	+1,515	New	+$92.6K	0.01%	563

Other funds holding HEWJ

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's HEWJ Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q2 2026: 1,515 shares worth $95.9K. The stake represents 0.01% of the portfolio and ranks #563 among its holdings.

61 funds tracked by Wall St. Rank hold HEWJ as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,515 shares of iShares Currency Hedged MSCI Japan ETF worth $95.9K as of Q2 2026.
iShares Currency Hedged MSCI Japan ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares Currency Hedged MSCI Japan ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #563 holding.
61 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.