MIFH
HEWJ icon

Migdal Insurance & Financial Holdings’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Migdal Insurance & Financial Holdings’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
2023
Q1 		– Sell
-118,367
Closed -$3.1M – 540
2022
Q4 		$3.1M Buy
118,367
+32,639
+38% +$1.15M 0.07% 93
2022
Q3 		$3.16M Sell
85,728
-42,186
-33% -$1.62M 0.07% 97
2022
Q2 		$4.78M Sell
127,914
-88,987
-41% -$3.37M 0.11% 80
2022
Q1 		$8.37M Sell
216,901
-43,082
-17% -$1.64M 0.15% 89
2021
Q4 		$10.3M Buy
259,983
+39,256
+18% +$1.57M 0.1% 114
2021
Q3 		$8.87M Buy
220,727
+44,364
+25% +$1.74M 0.09% 120
2021
Q2 		$6.85M Buy
176,363
+139,199
+375% +$5.36M 0.07% 128
2021
Q1 		$1.45M Sell
37,164
-12,453
-25% -$470K 0.01% 213
2020
Q4 		$1.78M Sell
49,617
-6,259
-11% -$211K 0.02% 154
2020
Q3 		$1.78M Buy
55,876
+35,105
+169% +$1.09M 0.02% 206
2020
Q2 		$638K Buy
20,771
+18,191
+705% +$534K 0.01% 279
2020
Q1 		$70K Sell
2,580
-63,844
-96% -$1.96M ﹤0.01% 435
2019
Q4 		$2.19M Buy
66,424
+66,369
+120,671% +$2.17M 0.04% 139
2019
Q3 		$2K Sell
55
-11,627
-100% -$347K ﹤0.01% 732
2019
Q2 		$354K Sell
11,682
-49,074
-81% -$1.5M 0.01% 354
2019
Q1 		$1.87M Sell
60,756
-4,005
-6% -$120K 0.04% 145
2018
Q4 		$1.83M Sell
64,761
-42,935
-40% -$1.33M 0.04% 137
2018
Q3 		$3.69M Sell
107,696
-27,868
-21% -$903K 0.08% 172
2018
Q2 		$4.37M Sell
135,564
-158,934
-54% -$5.2M 0.1% 156
2018
Q1 		$9.45M Buy
294,498
+66,820
+29% +$2.2M 0.22% 86
2017
Q4 		$7.64M Sell
227,678
-244,365
-52% -$7.98M 0.19% 90
2017
Q3 		$14.5M Sell
472,043
-2,139
-0.5% -$63.6K 0.34% 66
2017
Q2 		$14.1M Buy
474,182
+102,028
+27% +$2.94M 0.32% 66
2017
Q1 		$10.4M Buy
372,154
+79,684
+27% +$2.26M 0.25% 80
2016
Q4 		$8.21M Sell
292,470
-70,962
-20% -$1.89M 0.21% 76
2016
Q3 		$9.01M Buy
363,432
+115,328
+46% +$2.79M 0.26% 62
2016
Q2 		$5.8M Buy
248,104
+130,219
+110% +$3.21M 0.16% 75
2016
Q1 		$2.98M Sell
117,885
-75,457
-39% -$1.92M 0.09% 92
2015
Q4 		$5.58M Buy
+193,342
New +$5.74M 0.16% 71

Other funds holding HEWJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SA
swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Migdal Insurance & Financial Holdings's HEWJ Position: Q1 2023 in Review

Migdal Insurance & Financial Holdings sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q1 2023, closing a stake of 118,367 shares — an estimated $3.1M sold.

Migdal Insurance & Financial Holdings first reported a position in HEWJ in Q4 2015 and held it in 29 quarters. The position peaked at $14.5M in Q3 2017. 48 funds tracked by Wall St. Rank hold HEWJ as of Q1 2023.

  • Migdal Insurance & Financial Holdings reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q1 2023 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 118,367 iShares Currency Hedged MSCI Japan ETF shares in Q1 2023, an estimated $3.1M.
  • Migdal Insurance & Financial Holdings first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2015 and held it in 29 quarters.
  • Migdal Insurance & Financial Holdings's iShares Currency Hedged MSCI Japan ETF position peaked at $14.5M in Q3 2017.
  • 48 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q1 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2023, filed 1 May 2023.