Kore Private Wealth’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-466	Closed	-$14K	–	607
2020 Q2	$14K	Hold	466	–	–	﹤0.01%	721
2020 Q1	$13K	Sell	466 -932	-67%	-$28.7K	﹤0.01%	655
2019 Q4	$46K	Buy	+1,398	New	+$45.8K	0.01%	498
2019 Q2	–	Sell	-1,398	Closed	-$43K	–	470
2019 Q1	$43K	Sell	1,398 -1,225	-47%	-$36.8K	0.01%	408
2018 Q4	$74K	Buy	+2,623	New	+$81.5K	0.02%	308

Other funds holding HEWJ

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

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MIFH

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

Kore Private Wealth's HEWJ Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q3 2020, closing a stake of 466 shares — an estimated $14K sold.

Kore Private Wealth first reported a position in HEWJ in Q4 2018 and held it in 5 quarters. The position peaked at $74K in Q4 2018. 49 funds tracked by Wall St. Rank hold HEWJ as of Q3 2020.

Kore Private Wealth reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 466 iShares Currency Hedged MSCI Japan ETF shares in Q3 2020, an estimated $14K.
Kore Private Wealth first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's iShares Currency Hedged MSCI Japan ETF position peaked at $74K in Q4 2018.
49 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.