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Destination Wealth Management’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Destination Wealth Management’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
2018
Q4 		– Sell
-5
Closed – – 594
2018
Q3 		$0 Buy
+5
New +$162 ﹤0.01% 714
2018
Q2 		– Sell
-1,127
Closed -$154K – 570
2018
Q1 		$154K Buy
+1,127
New +$37.1K 0.01% 155

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Destination Wealth Management's HEWJ Position: Q4 2018 in Review

Destination Wealth Management sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q4 2018, closing a stake of 5 shares.

Destination Wealth Management first reported a position in HEWJ in Q1 2018 and held it in 2 quarters. The position peaked at $154K in Q1 2018. 75 funds tracked by Wall St. Rank hold HEWJ as of Q4 2018.

  • Destination Wealth Management reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 5 iShares Currency Hedged MSCI Japan ETF shares in Q4 2018.
  • Destination Wealth Management first reported a position in iShares Currency Hedged MSCI Japan ETF in Q1 2018 and held it in 2 quarters.
  • Destination Wealth Management's iShares Currency Hedged MSCI Japan ETF position peaked at $154K in Q1 2018.
  • 75 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.