Morningstar Investment Services’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Morningstar Investment Services’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
2020 Q2	–	Sell	-9,248	Closed	-$260K	–	208
2020 Q1	$260K	Buy	+9,248	New	+$284K	﹤0.01%	188
2019 Q4	–	Sell	-7,565	Closed	-$235K	–	199
2019 Q3	$235K	Sell	7,565 -1,730	-19%	-$51.7K	﹤0.01%	178
2019 Q2	$282K	Buy	9,295 +1,594	+21%	+$48.6K	﹤0.01%	193
2019 Q1	$237K	Sell	7,701 -1,476	-16%	-$44.3K	﹤0.01%	197
2018 Q4	$258K	Buy	+9,177	New	+$285K	0.01%	189

Other funds holding HEWJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morningstar Investment Services's HEWJ Position: Q2 2020 in Review

Morningstar Investment Services sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q2 2020, closing a stake of 9,248 shares — an estimated $260K sold.

Morningstar Investment Services first reported a position in HEWJ in Q4 2018 and held it in 5 quarters. The position peaked at $282K in Q2 2019. 51 funds tracked by Wall St. Rank hold HEWJ as of Q2 2020.

Morningstar Investment Services reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q2 2020 after selling out during the quarter.
Morningstar Investment Services sold 9,248 iShares Currency Hedged MSCI Japan ETF shares in Q2 2020, an estimated $260K.
Morningstar Investment Services first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2018 and held it in 5 quarters.
Morningstar Investment Services's iShares Currency Hedged MSCI Japan ETF position peaked at $282K in Q2 2019.
51 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2020.

Based on Morningstar Investment Services's 13F filing for Q2 2020, filed 30 Jul 2020.