LPL Financial
HEWJ icon

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

LPL Financial’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 		$2.36M Sell
41,935
-1,546
-4% -$87.8K ﹤0.01% 3346
2025
Q4 		$2.29M Sell
43,481
-220
-0.5% -$11.6K ﹤0.01% 3269
2025
Q3 		$2.15M Sell
43,701
-3,247
-7% -$153K ﹤0.01% 3253
2025
Q2 		$2.1M Buy
46,948
+3,589
+8% +$151K ﹤0.01% 3072
2025
Q1 		$1.82M Sell
43,359
-21,414
-33% -$910K ﹤0.01% 3033
2024
Q4 		$2.76M Sell
64,773
-6,408
-9% -$271K ﹤0.01% 2566
2024
Q3 		$2.92M Buy
71,181
+2,109
+3% +$86.9K ﹤0.01% 2390
2024
Q2 		$3.01M Buy
69,072
+15,699
+29% +$656K ﹤0.01% 2255
2024
Q1 		$2.24M Buy
53,373
+11,811
+28% +$461K ﹤0.01% 2447
2023
Q4 		$1.45M Sell
41,562
-7,965
-16% -$276K ﹤0.01% 2707
2023
Q3 		$1.69M Sell
49,527
-23,589
-32% -$794K ﹤0.01% 2440
2023
Q2 		$2.46M Buy
73,116
+51,731
+242% +$1.6M ﹤0.01% 2068
2023
Q1 		$618K Sell
21,385
-1,783
-8% -$49.6K ﹤0.01% 3152
2022
Q4 		$606K Sell
23,168
-3,407
-13% -$120K ﹤0.01% 3077
2022
Q3 		$981K Buy
26,575
+1,250
+5% +$48.1K ﹤0.01% 2561
2022
Q2 		$947K Buy
25,325
+1,959
+8% +$74.2K ﹤0.01% 2614
2022
Q1 		$901K Buy
23,366
+748
+3% +$28.4K ﹤0.01% 2693
2021
Q4 		$897K Buy
22,618
+4,253
+23% +$170K ﹤0.01% 2750
2021
Q3 		$738K Buy
18,365
+747
+4% +$29.2K ﹤0.01% 2858
2021
Q2 		$685K Buy
17,618
+845
+5% +$32.5K ﹤0.01% 2883
2021
Q1 		$653K Buy
16,773
+1,441
+9% +$54.4K ﹤0.01% 2794
2020
Q4 		$550K Buy
15,332
+4,264
+39% +$144K ﹤0.01% 2661
2020
Q3 		$354K Sell
11,068
-2,424
-18% -$75.5K ﹤0.01% 2775
2020
Q2 		$414K Sell
13,492
-5,693
-30% -$167K ﹤0.01% 2564
2020
Q1 		$522K Sell
19,185
-13,113
-41% -$403K ﹤0.01% 2065
2019
Q4 		$1.06M Sell
32,298
-1,278
-4% -$41.8K ﹤0.01% 1790
2019
Q3 		$1.05M Buy
33,576
+1,646
+5% +$49.2K ﹤0.01% 1704
2019
Q2 		$969K Sell
31,930
-6,766
-17% -$206K ﹤0.01% 1745
2019
Q1 		$1.19M Buy
38,696
+429
+1% +$12.9K ﹤0.01% 1540
2018
Q4 		$1.07M Sell
38,267
-23,893
-38% -$743K ﹤0.01% 1481
2018
Q3 		$2.13M Buy
62,160
+2,649
+4% +$85.8K 0.01% 1144
2018
Q2 		$1.92M Sell
59,511
-19,488
-25% -$638K 0.01% 1169
2018
Q1 		$2.53M Buy
78,999
+7,564
+11% +$249K 0.01% 983
2017
Q4 		$2.38M Sell
71,435
-9,577
-12% -$313K 0.01% 961
2017
Q3 		$2.5M Buy
81,012
+47,255
+140% +$1.4M 0.01% 873
2017
Q2 		$1.01M Sell
33,757
-806,055
-96% -$23.2M ﹤0.01% 1369
2017
Q1 		$23.6M Buy
839,812
+804,328
+2,267% +$22.8M 0.16% 105
2016
Q4 		$1M Sell
35,484
-10,465
-23% -$278K 0.01% 1218
2016
Q3 		$1.15M Sell
45,949
-16,612
-27% -$402K 0.01% 1093
2016
Q2 		$1.41M Sell
62,561
-177,948
-74% -$4.39M 0.01% 946
2016
Q1 		$5.67M Sell
240,509
-694,376
-74% -$17.7M 0.02% 661
2015
Q4 		$26.4M Sell
934,885
-431,889
-32% -$12.8M 0.07% 231
2015
Q3 		$39.4M Sell
1,366,774
-691,873
-34% -$20.9M 0.22% 98
2015
Q2 		$65M Buy
2,058,647
+1,607,761
+357% +$51.1M 0.33% 69
2015
Q1 		$13.7M Sell
450,886
-1,375,660
-75% -$39.5M 0.07% 252
2014
Q4 		$49.6M Buy
+1,826,546
New +$48.8M 0.27% 72

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 $5.72T 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 $5.84B AUM 16.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $10.9B AUM 18.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial's HEWJ Position: Q1 2026 in Review

LPL Financial reduced its iShares Currency Hedged MSCI Japan ETF (HEWJ) stake by 3.6% in Q1 2026, selling an estimated $87.8K and leaving 41,935 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #3346.

LPL Financial first reported a position in HEWJ in Q4 2014 and has held it in 46 quarters since. The position peaked at $65M in Q2 2015. 84 funds tracked by Wall St. Rank hold HEWJ as of Q1 2026.

  • LPL Financial held 41,935 shares of iShares Currency Hedged MSCI Japan ETF worth $2.36M as of Q1 2026.
  • LPL Financial sold 1,546 iShares Currency Hedged MSCI Japan ETF shares in Q1 2026, an estimated $87.8K.
  • iShares Currency Hedged MSCI Japan ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3346 holding.
  • LPL Financial first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2014 and has held it in 46 quarters since.
  • LPL Financial's iShares Currency Hedged MSCI Japan ETF position peaked at $65M in Q2 2015.
  • 84 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.