Clearwater Capital Advisors’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Clearwater Capital Advisors’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
2022 Q2	–	Sell	-13,844	Closed	-$534K	–	160
2022 Q1	$534K	Sell	13,844 -40	-0.3%	-$1.52K	0.06%	98
2021 Q4	$550K	Hold	13,884	–	–	0.06%	102
2021 Q3	$558K	Sell	13,884 -125	-0.9%	-$4.89K	0.06%	97
2021 Q2	$544K	Sell	14,009 -540	-4%	-$20.8K	0.06%	101
2021 Q1	$566K	Sell	14,549 -663	-4%	-$25K	0.07%	98
2020 Q4	$546K	Hold	15,212	–	–	0.07%	96
2020 Q3	$486K	Sell	15,212 -1,960	-11%	-$61.1K	0.08%	94
2020 Q2	$528K	Sell	17,172 -4,289	-20%	-$126K	0.09%	94
2020 Q1	$584K	Sell	21,461 -5,442	-20%	-$167K	0.13%	85
2019 Q4	$887K	Sell	26,903 -11,077	-29%	-$363K	0.15%	100
2019 Q3	$1.18M	Sell	37,980 -9,385	-20%	-$280K	0.21%	93
2019 Q2	$1.44M	Sell	47,365 -9,203	-16%	-$281K	0.26%	84
2019 Q1	$1.74M	Sell	56,568 -29,007	-34%	-$871K	0.33%	85
2018 Q4	$2.4M	Sell	85,575 -9,252	-10%	-$288K	0.53%	63
2018 Q3	$3.25M	Buy	94,827 +1,503	+2%	+$48.7K	0.63%	51
2018 Q2	$3.01M	Buy	93,324 +5,431	+6%	+$178K	0.62%	53
2018 Q1	$2.82M	Buy	87,893 +12,307	+16%	+$405K	0.58%	52
2017 Q4	$2.52M	Buy	75,586 +3,533	+5%	+$115K	0.55%	56
2017 Q3	$2.24M	Buy	72,053 +11,608	+19%	+$345K	0.52%	59
2017 Q2	$1.79M	Buy	60,445 +7,934	+15%	+$228K	0.46%	64
2017 Q1	$1.46M	Buy	52,511 +8,141	+18%	+$231K	0.4%	69
2016 Q4	$1.25M	Buy	44,370 +10,964	+33%	+$292K	0.43%	66
2016 Q3	$832K	Buy	33,406 +4,120	+14%	+$99.8K	0.29%	77
2016 Q2	$661K	Buy	+29,286	New	+$722K	0.24%	84

Other funds holding HEWJ

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

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

PCIG

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

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

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

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

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

swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clearwater Capital Advisors's HEWJ Position: Q2 2022 in Review

Clearwater Capital Advisors sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q2 2022, closing a stake of 13,844 shares — an estimated $534K sold.

Clearwater Capital Advisors first reported a position in HEWJ in Q2 2016 and held it in 24 quarters. The position peaked at $3.25M in Q3 2018. 59 funds tracked by Wall St. Rank hold HEWJ as of Q2 2022.

Clearwater Capital Advisors reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q2 2022 after selling out during the quarter.
Clearwater Capital Advisors sold 13,844 iShares Currency Hedged MSCI Japan ETF shares in Q2 2022, an estimated $534K.
Clearwater Capital Advisors first reported a position in iShares Currency Hedged MSCI Japan ETF in Q2 2016 and held it in 24 quarters.
Clearwater Capital Advisors's iShares Currency Hedged MSCI Japan ETF position peaked at $3.25M in Q3 2018.
59 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2022.

Based on Clearwater Capital Advisors's 13F filing for Q2 2022, filed 21 Jul 2022.