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

Evercore 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
2017
Q3 		– Sell
-990
Closed -$30K – 928
2017
Q2 		$30K Buy
+990
New +$28.5K ﹤0.01% 646

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SFM
Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Evercore Wealth Management's HEWJ Position: Q3 2017 in Review

Evercore Wealth Management sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q3 2017, closing a stake of 990 shares — an estimated $30K sold.

Evercore Wealth Management first reported a position in HEWJ in Q2 2017 and held it in 1 quarter. The position peaked at $30K in Q2 2017. 69 funds tracked by Wall St. Rank hold HEWJ as of Q3 2017.

  • Evercore Wealth Management reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 990 iShares Currency Hedged MSCI Japan ETF shares in Q3 2017, an estimated $30K.
  • Evercore Wealth Management first reported a position in iShares Currency Hedged MSCI Japan ETF in Q2 2017 and held it in 1 quarter.
  • Evercore Wealth Management's iShares Currency Hedged MSCI Japan ETF position peaked at $30K in Q2 2017.
  • 69 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.