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Kerntke Otto McGlone Wealth Management Group’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
2023
Q1 		– Sell
-701
Closed -$18K – 84
2022
Q4 		$18K Buy
+701
New +$24.7K 0.02% 90

Other funds holding HEWJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SA
swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's HEWJ Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q1 2023, closing a stake of 701 shares — an estimated $18K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in HEWJ in Q4 2022 and held it in 1 quarter. The position peaked at $18K in Q4 2022. 48 funds tracked by Wall St. Rank hold HEWJ as of Q1 2023.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q1 2023 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 701 iShares Currency Hedged MSCI Japan ETF shares in Q1 2023, an estimated $18K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2022 and held it in 1 quarter.
  • Kerntke Otto McGlone Wealth Management Group's iShares Currency Hedged MSCI Japan ETF position peaked at $18K in Q4 2022.
  • 48 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.