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

Modern 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
2026
Q1 		$39.3M Buy
679,965
+289,226
+74% +$16.4M 0.67% 35
2025
Q4 		$20.6M Buy
390,739
+6,758
+2% +$357K 0.38% 69
2025
Q3 		$18.9M Buy
+383,981
New +$18.1M 0.37% 73

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Modern Wealth Management's HEWJ Position: Q1 2026 in Review

Modern Wealth Management increased its iShares Currency Hedged MSCI Japan ETF (HEWJ) stake by 74% in Q1 2026, buying an estimated $16.4M and bringing the position to 679,965 shares worth $39.3M. The position accounts for 0.67% of the portfolio, ranked #35.

Modern Wealth Management first reported a position in HEWJ in Q3 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold HEWJ as of Q1 2026.

  • Modern Wealth Management held 679,965 shares of iShares Currency Hedged MSCI Japan ETF worth $39.3M as of Q1 2026.
  • Modern Wealth Management bought 289,226 iShares Currency Hedged MSCI Japan ETF shares in Q1 2026, an estimated $16.4M.
  • iShares Currency Hedged MSCI Japan ETF made up 0.67% of Modern Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Modern Wealth Management first reported a position in iShares Currency Hedged MSCI Japan ETF in Q3 2025 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.