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

Lugano Financial Advisors SA (LFA)’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	$443K	Hold	6,868	–	–	0.27%	46
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	–	–	0.4%	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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 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

Lugano Financial Advisors SA (LFA)'s HEWJ Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its iShares Currency Hedged MSCI Japan ETF (HEWJ) position steady in Q2 2026 at 6,868 shares worth $443K. The position accounts for 0.27% of the portfolio, ranked #46.

Lugano Financial Advisors SA (LFA) first reported a position in HEWJ in Q2 2018 and has held it in 32 quarters since. The position peaked at $4.31M in Q4 2018. 86 funds tracked by Wall St. Rank hold HEWJ as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 6,868 shares of iShares Currency Hedged MSCI Japan ETF worth $443K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its iShares Currency Hedged MSCI Japan ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI Japan ETF made up 0.27% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #46 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares Currency Hedged MSCI Japan ETF in Q2 2018 and has held it in 32 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares Currency Hedged MSCI Japan ETF position peaked at $4.31M in Q4 2018.
86 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.