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

Institute for 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
2022 Q1	–	Sell	-5,254	Closed	-$208K	–	551
2021 Q4	$208K	Sell	5,254 -545	-9%	-$21.8K	0.03%	464
2021 Q3	$233K	Sell	5,799 -131	-2%	-$5.13K	0.04%	433
2021 Q2	$230K	Sell	5,930 -9	-0.2%	-$347	0.04%	433
2021 Q1	$231K	Sell	5,939 -739	-11%	-$27.9K	0.04%	413
2020 Q4	$240K	Sell	6,678 -634	-9%	-$21.3K	0.05%	391
2020 Q3	$234K	Sell	7,312 -519	-7%	-$16.2K	0.05%	373
2020 Q2	$241K	Sell	7,831 -735	-9%	-$21.6K	0.06%	362
2020 Q1	$233K	Sell	8,566 -614	-7%	-$18.9K	0.07%	335
2019 Q4	$303K	Sell	9,180 -1,223	-12%	-$40K	0.07%	344
2019 Q3	$324K	Sell	10,403 -4,584	-31%	-$137K	0.08%	310
2019 Q2	$455K	Sell	14,987 -693	-4%	-$21.1K	0.1%	273
2019 Q1	$483K	Sell	15,680 -3,521	-18%	-$106K	0.11%	247
2018 Q4	$539K	Sell	19,201 -702	-4%	-$21.8K	0.22%	138
2018 Q3	$678K	Sell	19,903 -1,276	-6%	-$41.3K	0.23%	132
2018 Q2	$683K	Sell	21,179 -992	-4%	-$32.5K	0.22%	141
2018 Q1	$725K	Sell	22,171 -25,628	-54%	-$844K	0.21%	161
2017 Q4	$1.62M	Buy	+47,799	New	+$1.56M	0.37%	80

Other funds holding HEWJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Institute for Wealth Management's HEWJ Position: Q1 2022 in Review

Institute for Wealth Management sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q1 2022, closing a stake of 5,254 shares — an estimated $208K sold.

Institute for Wealth Management first reported a position in HEWJ in Q4 2017 and held it in 17 quarters. The position peaked at $1.62M in Q4 2017. 60 funds tracked by Wall St. Rank hold HEWJ as of Q1 2022.

Institute for Wealth Management reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q1 2022 after selling out during the quarter.
Institute for Wealth Management sold 5,254 iShares Currency Hedged MSCI Japan ETF shares in Q1 2022, an estimated $208K.
Institute for Wealth Management first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2017 and held it in 17 quarters.
Institute for Wealth Management's iShares Currency Hedged MSCI Japan ETF position peaked at $1.62M in Q4 2017.
60 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q1 2022.

Based on Institute for Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.