Golden State Equity Partners’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Golden State Equity Partners’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
2026 Q2	–	Sell	-13,628	Closed	-$767K	–	928
2026 Q1	$767K	Buy	13,628 +4,619	+51%	+$262K	0.06%	341
2025 Q4	$465K	Sell	9,009 -154	-2%	-$8.13K	0.08%	294
2025 Q3	$449K	Sell	9,163 -133	-1%	-$6.27K	0.08%	279
2025 Q2	$416K	Buy	9,296 +250	+3%	+$10.6K	0.08%	276
2025 Q1	$379K	Buy	+9,046	New	+$384K	0.08%	299

Other funds holding HEWJ

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

LFASL

Lugano Financial Advisors SA (LFA) Lugano, Switzerland $166M AUM 16.79% 1-Year Est. Return

Golden State Equity Partners's HEWJ Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q2 2026, closing a stake of 13,628 shares — an estimated $767K sold.

Golden State Equity Partners first reported a position in HEWJ in Q1 2025 and held it in 5 quarters. The position peaked at $767K in Q1 2026. 27 funds tracked by Wall St. Rank hold HEWJ as of Q2 2026.

Golden State Equity Partners reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 13,628 iShares Currency Hedged MSCI Japan ETF shares in Q2 2026, an estimated $767K.
Golden State Equity Partners first reported a position in iShares Currency Hedged MSCI Japan ETF in Q1 2025 and held it in 5 quarters.
Golden State Equity Partners's iShares Currency Hedged MSCI Japan ETF position peaked at $767K in Q1 2026.
27 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.