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Evolution Wealth Advisors’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Evolution Wealth 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
2020
Q2 		– Sell
-4,350
Closed -$118K – 550
2020
Q1 		$118K Buy
+4,350
New +$134K 0.05% 79
2019
Q1 		– Sell
-27,625
Closed -$778K – 119
2018
Q4 		$778K Buy
+27,625
New +$859K 0.36% 44

Other funds holding HEWJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SA
swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evolution Wealth Advisors's HEWJ Position: Q2 2020 in Review

Evolution Wealth Advisors sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q2 2020, closing a stake of 4,350 shares — an estimated $118K sold.

Evolution Wealth Advisors first reported a position in HEWJ in Q4 2018 and held it in 2 quarters. The position peaked at $778K in Q4 2018. 51 funds tracked by Wall St. Rank hold HEWJ as of Q2 2020.

  • Evolution Wealth Advisors reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q2 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 4,350 iShares Currency Hedged MSCI Japan ETF shares in Q2 2020, an estimated $118K.
  • Evolution Wealth Advisors first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2018 and held it in 2 quarters.
  • Evolution Wealth Advisors's iShares Currency Hedged MSCI Japan ETF position peaked at $778K in Q4 2018.
  • 51 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2020.

Based on Evolution Wealth Advisors's 13F filing for Q2 2020, filed 27 Jul 2020.