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Lake Street Advisors Group’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Lake Street Advisors 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
2024
Q2 		– Sell
-28,844
Closed -$1.21M – 640
2024
Q1 		$1.21M Buy
28,844
+422
+1% +$16.5K 0.06% 197
2023
Q4 		$992K Sell
28,422
-1
-0% -$35 0.05% 221
2023
Q3 		$972K Sell
28,423
-24,969
-47% -$841K 0.06% 168
2023
Q2 		$1.8M Buy
+53,392
New +$1.65M 0.1% 132

Other funds holding HEWJ

PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APM
Advanced Portfolio Management New York $32.8M AUM 6.64% 1-Year Est. Return
SA
swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return

Lake Street Advisors Group's HEWJ Position: Q2 2024 in Review

Lake Street Advisors Group sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q2 2024, closing a stake of 28,844 shares — an estimated $1.21M sold.

Lake Street Advisors Group first reported a position in HEWJ in Q2 2023 and held it in 4 quarters. The position peaked at $1.8M in Q2 2023. 74 funds tracked by Wall St. Rank hold HEWJ as of Q2 2024.

  • Lake Street Advisors Group reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q2 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 28,844 iShares Currency Hedged MSCI Japan ETF shares in Q2 2024, an estimated $1.21M.
  • Lake Street Advisors Group first reported a position in iShares Currency Hedged MSCI Japan ETF in Q2 2023 and held it in 4 quarters.
  • Lake Street Advisors Group's iShares Currency Hedged MSCI Japan ETF position peaked at $1.8M in Q2 2023.
  • 74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2024.

Based on Lake Street Advisors Group's 13F filing for Q2 2024, filed 5 Aug 2024.