LWL
HEWJ icon

Leo Wealth LLC’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Leo Wealth LLC’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
Q1 		$279K Hold
4,951
– – 0.02% 377
2025
Q4 		$261K Buy
+4,951
New +$261K 0.02% 370
2025
Q3 		– Sell
-8,465
Closed -$379K – 336
2025
Q2 		$379K Buy
+8,465
New +$357K 0.03% 274
2025
Q1 		– Sell
-8,465
Closed -$361K – 318
2024
Q4 		$361K Sell
8,465
-67
-0.8% -$2.83K 0.03% 265
2024
Q3 		$350K Buy
8,532
+3
+0% +$124 0.03% 260
2024
Q2 		$371K Hold
8,529
– – 0.04% 250
2024
Q1 		$355K Sell
8,529
-291
-3% -$11.3K 0.04% 250
2023
Q4 		$344K Buy
+8,820
New +$305K 0.04% 249

Other funds holding HEWJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.82B AUM 16.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return