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

Meridian 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
Q1 		– Sell
-11,895
Closed -$334K – 205
2018
Q4 		$334K Sell
11,895
-173
-1% -$5.38K 0.2% 99
2018
Q3 		$413K Buy
+12,068
New +$391K 0.18% 101

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US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Brown Advisory
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CI
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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

Meridian Wealth Management's HEWJ Position: Q1 2019 in Review

Meridian Wealth Management sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q1 2019, closing a stake of 11,895 shares — an estimated $334K sold.

Meridian Wealth Management first reported a position in HEWJ in Q3 2018 and held it in 2 quarters. The position peaked at $413K in Q3 2018. 66 funds tracked by Wall St. Rank hold HEWJ as of Q1 2019.

  • Meridian Wealth Management reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 11,895 iShares Currency Hedged MSCI Japan ETF shares in Q1 2019, an estimated $334K.
  • Meridian Wealth Management first reported a position in iShares Currency Hedged MSCI Japan ETF in Q3 2018 and held it in 2 quarters.
  • Meridian Wealth Management's iShares Currency Hedged MSCI Japan ETF position peaked at $413K in Q3 2018.
  • 66 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q1 2019.

Based on Meridian Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.