Jones Financial Companies
HEWJ icon

Jones Financial Companies’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Jones Financial Companies’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
Q1 		$1.97M Buy
36,043
+4,403
+14% +$250K ﹤0.01% 1433
2025
Q4 		$1.67M Sell
31,640
-1,089
-3% -$57.5K ﹤0.01% 1032
2025
Q3 		$1.63M Sell
32,729
-20,984
-39% -$990K ﹤0.01% 929
2025
Q2 		$2.43M Sell
53,713
-4,142
-7% -$175K ﹤0.01% 701
2025
Q1 		$2.45M Buy
57,855
+17,246
+42% +$733K ﹤0.01% 607
2024
Q4 		$1.73M Buy
40,609
+16,596
+69% +$701K ﹤0.01% 598
2024
Q3 		$969K Buy
24,013
+18,427
+330% +$759K ﹤0.01% 619
2024
Q2 		$244K Buy
+5,586
New +$233K ﹤0.01% 770

Other funds holding HEWJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Jones Financial Companies's HEWJ Position: Q1 2026 in Review

Jones Financial Companies increased its iShares Currency Hedged MSCI Japan ETF (HEWJ) stake by 14% in Q1 2026, buying an estimated $250K and bringing the position to 36,043 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Jones Financial Companies first reported a position in HEWJ in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.45M in Q1 2025. 84 funds tracked by Wall St. Rank hold HEWJ as of Q1 2026.

  • Jones Financial Companies held 36,043 shares of iShares Currency Hedged MSCI Japan ETF worth $1.97M as of Q1 2026.
  • Jones Financial Companies bought 4,403 iShares Currency Hedged MSCI Japan ETF shares in Q1 2026, an estimated $250K.
  • iShares Currency Hedged MSCI Japan ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1433 holding.
  • Jones Financial Companies first reported a position in iShares Currency Hedged MSCI Japan ETF in Q2 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's iShares Currency Hedged MSCI Japan ETF position peaked at $2.45M in Q1 2025.
  • 84 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.