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
2026 Q2	$139K	Buy	+2,153	New	+$132K	0.01%	611
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Institute for Wealth Management's HEWJ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q2 2026: 2,153 shares worth $139K. The stake represents 0.01% of the portfolio and ranks #611 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in HEWJ as recently as Q4 2021.

Institute for Wealth Management first reported a position in HEWJ in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.62M in Q4 2017. 86 funds tracked by Wall St. Rank hold HEWJ as of Q2 2026.

Institute for Wealth Management held 2,153 shares of iShares Currency Hedged MSCI Japan ETF worth $139K as of Q2 2026.
iShares Currency Hedged MSCI Japan ETF was a new Institute for Wealth Management position in Q2 2026.
iShares Currency Hedged MSCI Japan ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #611 holding.
Institute for Wealth Management first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2017 and has held it in 18 quarters since.
Institute for Wealth Management's iShares Currency Hedged MSCI Japan ETF position peaked at $1.62M in Q4 2017.
86 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.