Lugano Financial Advisors SA (LFA)’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$387K Hold
6,868
0.2% 50
2025
Q4
$362K Hold
6,868
0.19% 55
2025
Q3
$338K Hold
6,868
0.18% 58
2025
Q2
$305K Sell
6,868
-484
-7% -$20.4K 0.18% 57
2025
Q1
$308K Buy
7,352
+722
+11% +$30.7K 0.21% 55
2024
Q4
$283K Hold
6,630
0.18% 59
2024
Q3
$272K Hold
6,630
0.19% 59
2024
Q2
$289K Sell
6,630
-4,067
-38% -$170K 0.22% 50
2024
Q1
$450K Sell
10,697
-317
-3% -$12.4K 0.33% 48
2023
Q4
$384K Buy
11,014
+917
+9% +$31.8K 0.3% 47
2023
Q3
$345K Sell
10,097
-866
-8% -$29.2K 0.3% 42
2023
Q2
$369K Hold
10,963
0.25% 51
2023
Q1
$317K Sell
10,963
-3,083
-22% -$85.7K 0.24% 41
2022
Q4
$367K Sell
14,046
-744
-5% -$26.2K 0.27% 44
2022
Q3
$546K Hold
14,790
0.43% 40
2022
Q2
$554K Hold
14,790
0.39% 40
2022
Q1
$570K Hold
14,790
0.38% 39
2021
Q4
$586K Hold
14,790
0.34% 41
2021
Q3
$594K Sell
14,790
-2,666
-15% -$104K 0.39% 40
2021
Q2
$678K Sell
17,456
-3,415
-16% -$131K 0.43% 35
2021
Q1
$813K Buy
20,871
+2,262
+12% +$85.4K 0.57% 32
2020
Q4
$668K Buy
18,609
+4,754
+34% +$160K 0.52% 32
2020
Q3
$436K Hold
13,855
0.41% 40
2020
Q2
$432K Buy
13,855
+963
+7% +$28.3K 0.46% 37
2020
Q1
$414K Sell
12,892
-2,973
-19% -$91.4K 0.37% 43
2019
Q4
$523K Buy
+15,865
New +$519K 0.38% 39
2019
Q2
$468K Buy
15,435
+240
+2% +$7.32K 0.29% 40
2019
Q1
$468K Sell
15,195
-110,676
-88% -$3.32M 0.28% 37
2018
Q4
$4.31M Hold
125,871
2.99% 8
2018
Q3
$4.31M Sell
125,871
-3,709
-3% -$120K 2.99% 8
2018
Q2
$4.15M Buy
+129,580
New +$4.24M 3.98% 6

Other funds holding HEWJ