EWM
HEWJ icon

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

Edge 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
2016
Q1 		– Sell
-1,530
Closed -$44K – 472
2015
Q4 		$44K Buy
+1,530
New +$45.4K 0.02% 199

Other funds holding HEWJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Edge Wealth Management's HEWJ Position: Q1 2016 in Review

Edge Wealth Management sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q1 2016, closing a stake of 1,530 shares — an estimated $44K sold.

Edge Wealth Management first reported a position in HEWJ in Q4 2015 and held it in 1 quarter. The position peaked at $44K in Q4 2015. 61 funds tracked by Wall St. Rank hold HEWJ as of Q1 2016.

  • Edge Wealth Management reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q1 2016 after selling out during the quarter.
  • Edge Wealth Management sold 1,530 iShares Currency Hedged MSCI Japan ETF shares in Q1 2016, an estimated $44K.
  • Edge Wealth Management first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2015 and held it in 1 quarter.
  • Edge Wealth Management's iShares Currency Hedged MSCI Japan ETF position peaked at $44K in Q4 2015.
  • 61 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q1 2016.

Based on Edge Wealth Management's 13F filing for Q1 2016, filed 8 Apr 2016.