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

GeoWealth 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
2024
Q3 		– Sell
-9,219
Closed -$402K – 1710
2024
Q2 		$402K Sell
9,219
-20,900
-69% -$873K 0.02% 491
2024
Q1 		$1.27M Buy
+30,119
New +$1.17M 0.05% 249

Other funds holding HEWJ

PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
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
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GeoWealth Management's HEWJ Position: Q3 2024 in Review

GeoWealth Management sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q3 2024, closing a stake of 9,219 shares — an estimated $402K sold.

GeoWealth Management first reported a position in HEWJ in Q1 2024 and held it in 2 quarters. The position peaked at $1.27M in Q1 2024. 62 funds tracked by Wall St. Rank hold HEWJ as of Q3 2024.

  • GeoWealth Management reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q3 2024 after selling out during the quarter.
  • GeoWealth Management sold 9,219 iShares Currency Hedged MSCI Japan ETF shares in Q3 2024, an estimated $402K.
  • GeoWealth Management first reported a position in iShares Currency Hedged MSCI Japan ETF in Q1 2024 and held it in 2 quarters.
  • GeoWealth Management's iShares Currency Hedged MSCI Japan ETF position peaked at $1.27M in Q1 2024.
  • 62 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q3 2024.

Based on GeoWealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.