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Larson Financial Group’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Larson Financial 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
Q1 		– Sell
-186
Closed -$6.49K – 1845
2023
Q4 		$6.49K Buy
+186
New +$6.44K ﹤0.01% 1114

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
SA
swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Larson Financial Group's HEWJ Position: Q1 2024 in Review

Larson Financial Group sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q1 2024, closing a stake of 186 shares — an estimated $6.49K sold.

Larson Financial Group first reported a position in HEWJ in Q4 2023 and held it in 1 quarter. The position peaked at $6.49K in Q4 2023. 69 funds tracked by Wall St. Rank hold HEWJ as of Q1 2024.

  • Larson Financial Group reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q1 2024 after selling out during the quarter.
  • Larson Financial Group sold 186 iShares Currency Hedged MSCI Japan ETF shares in Q1 2024, an estimated $6.49K.
  • Larson Financial Group first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2023 and held it in 1 quarter.
  • Larson Financial Group's iShares Currency Hedged MSCI Japan ETF position peaked at $6.49K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q1 2024.

Based on Larson Financial Group's 13F filing for Q1 2024, filed 3 May 2024.