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Laurel Oak Wealth Management’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Laurel Oak Wealth Management’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
Q2 		$305K Sell
4,725
-896
-16% -$54.7K 0.04% 285
2026
Q1 		$316K Sell
5,621
-200
-3% -$11.4K 0.05% 262
2025
Q4 		$307K Buy
+5,821
New +$307K 0.05% 261

Other funds holding HEWJ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Laurel Oak Wealth Management's HEWJ Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its iShares Currency Hedged MSCI Japan ETF (HEWJ) stake by 16% in Q2 2026, selling an estimated $54.7K and leaving 4,725 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #285.

Laurel Oak Wealth Management first reported a position in HEWJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $316K in Q1 2026. 86 funds tracked by Wall St. Rank hold HEWJ as of Q2 2026.

  • Laurel Oak Wealth Management held 4,725 shares of iShares Currency Hedged MSCI Japan ETF worth $305K as of Q2 2026.
  • Laurel Oak Wealth Management sold 896 iShares Currency Hedged MSCI Japan ETF shares in Q2 2026, an estimated $54.7K.
  • iShares Currency Hedged MSCI Japan ETF made up 0.04% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #285 holding.
  • Laurel Oak Wealth Management first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's iShares Currency Hedged MSCI Japan ETF position peaked at $316K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.