LGWM
HEWJ icon

Litman Gregory Wealth Management’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Litman Gregory 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
2019
Q3 		– Sell
-1,211
Closed -$37K – 231
2019
Q2 		$37K Buy
+1,211
New +$36.9K 0.01% 102

Other funds holding HEWJ

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Litman Gregory Wealth Management's HEWJ Position: Q3 2019 in Review

Litman Gregory Wealth Management sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q3 2019, closing a stake of 1,211 shares — an estimated $37K sold.

Litman Gregory Wealth Management first reported a position in HEWJ in Q2 2019 and held it in 1 quarter. The position peaked at $37K in Q2 2019. 62 funds tracked by Wall St. Rank hold HEWJ as of Q3 2019.

  • Litman Gregory Wealth Management reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q3 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 1,211 iShares Currency Hedged MSCI Japan ETF shares in Q3 2019, an estimated $37K.
  • Litman Gregory Wealth Management first reported a position in iShares Currency Hedged MSCI Japan ETF in Q2 2019 and held it in 1 quarter.
  • Litman Gregory Wealth Management's iShares Currency Hedged MSCI Japan ETF position peaked at $37K in Q2 2019.
  • 62 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q3 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.