MSI Financial Services’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

MSI Financial 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
2016 Q4	$26K	Hold	941	–	–	﹤0.01%	2244
2016 Q3	$23K	Sell	941 -400	-30%	-$9.69K	﹤0.01%	2279
2016 Q2	$31K	Sell	1,341 -2,659	-66%	-$65.5K	﹤0.01%	2096
2016 Q1	$101K	Sell	4,000 -113	-3%	-$2.87K	﹤0.01%	1330
2015 Q4	$118K	Buy	4,113 +1,000	+32%	+$29.7K	0.01%	1204
2015 Q3	$86K	Buy	3,113 +1,265	+68%	+$38.3K	0.01%	991
2015 Q2	$59K	Buy	1,848 +998	+117%	+$31.7K	﹤0.01%	1222
2015 Q1	$26K	Buy	+850	New	+$24.4K	﹤0.01%	1670

Other funds holding HEWJ

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SFM

Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MSI Financial Services's HEWJ Position: Q4 2016 in Review

MSI Financial Services held its iShares Currency Hedged MSCI Japan ETF (HEWJ) position steady in Q4 2016 at 941 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #2244.

MSI Financial Services first reported a position in HEWJ in Q1 2015 and has held it in 8 quarters since. The position peaked at $118K in Q4 2015. 77 funds tracked by Wall St. Rank hold HEWJ as of Q4 2016.

MSI Financial Services held 941 shares of iShares Currency Hedged MSCI Japan ETF worth $26K as of Q4 2016.
MSI Financial Services left its iShares Currency Hedged MSCI Japan ETF share count unchanged in Q4 2016.
iShares Currency Hedged MSCI Japan ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2244 holding.
MSI Financial Services first reported a position in iShares Currency Hedged MSCI Japan ETF in Q1 2015 and has held it in 8 quarters since.
MSI Financial Services's iShares Currency Hedged MSCI Japan ETF position peaked at $118K in Q4 2015.
77 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.