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

IFP 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
2017
Q4 		– Sell
-11,365
Closed -$350K – 3931
2017
Q3 		$350K Sell
11,365
-69
-0.6% -$2.05K 0.01% 853
2017
Q2 		$341K Sell
11,434
-17,949
-61% -$516K 0.01% 845
2017
Q1 		$824K Buy
29,383
+22,152
+306% +$628K 0.04% 487
2016
Q4 		$201K Buy
7,231
+7,179
+13,806% +$191K 0.01% 1050
2016
Q3 		$1K Sell
52
-1,876
-97% -$45.4K ﹤0.01% 3731
2016
Q2 		$45K Buy
+1,928
New +$47.5K ﹤0.01% 1831
2016
Q1 		– Sell
-7,576
Closed -$217K – 2813
2015
Q4 		$217K Buy
+7,576
New +$225K 0.01% 803

Other funds holding HEWJ

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's HEWJ Position: Q4 2017 in Review

IFP Advisors sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q4 2017, closing a stake of 11,365 shares — an estimated $350K sold.

IFP Advisors first reported a position in HEWJ in Q4 2015 and held it in 7 quarters. The position peaked at $824K in Q1 2017. 83 funds tracked by Wall St. Rank hold HEWJ as of Q4 2017.

  • IFP Advisors reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 11,365 iShares Currency Hedged MSCI Japan ETF shares in Q4 2017, an estimated $350K.
  • IFP Advisors first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2015 and held it in 7 quarters.
  • IFP Advisors's iShares Currency Hedged MSCI Japan ETF position peaked at $824K in Q1 2017.
  • 83 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.