Creative Planning
HEWJ icon

Creative Planning’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Creative Planning’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
2017
Q2 		– Sell
-197
Closed -$6K – 4697
2017
Q1 		$6K Buy
+197
New +$5.58K ﹤0.01% 3872
2016
Q2 		– Sell
-236
Closed -$6K – 4418
2016
Q1 		$6K Buy
+236
New +$6K ﹤0.01% 3492

Other funds holding HEWJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFM
Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Creative Planning's HEWJ Position: Q2 2017 in Review

Creative Planning sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q2 2017, closing a stake of 197 shares — an estimated $6K sold.

Creative Planning first reported a position in HEWJ in Q1 2016 and held it in 2 quarters. The position peaked at $6K in Q1 2017. 70 funds tracked by Wall St. Rank hold HEWJ as of Q2 2017.

  • Creative Planning reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 197 iShares Currency Hedged MSCI Japan ETF shares in Q2 2017, an estimated $6K.
  • Creative Planning first reported a position in iShares Currency Hedged MSCI Japan ETF in Q1 2016 and held it in 2 quarters.
  • Creative Planning's iShares Currency Hedged MSCI Japan ETF position peaked at $6K in Q1 2017.
  • 70 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.