Next Financial Group’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Next Financial Group’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
2018 Q2	–	Sell	-7,610	Closed	-$244K	–	330
2018 Q1	$244K	Hold	7,610	–	–	0.05%	347
2017 Q4	$254K	Hold	7,610	–	–	0.11%	216
2017 Q3	$240K	Hold	7,610	–	–	0.07%	277
2017 Q2	$227K	Hold	7,610	–	–	0.06%	322
2017 Q1	$215K	Sell	7,610 -1,929	-20%	-$54.6K	0.06%	297
2016 Q4	$265K	Buy	9,539 +3,146	+49%	+$83.7K	0.05%	386
2016 Q3	$158K	Buy	6,393 +1,445	+29%	+$35K	0.03%	530
2016 Q2	$115K	Buy	+4,948	New	+$122K	0.04%	418
2016 Q1	–	Sell	-6,724	Closed	-$192K	–	1783
2015 Q4	$192K	Hold	6,724	–	–	0.07%	285
2015 Q3	$184K	Hold	6,724	–	–	0.07%	297
2015 Q2	$213K	Buy	+6,724	New	+$214K	0.07%	286

Other funds holding HEWJ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

SFM

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Next Financial Group's HEWJ Position: Q2 2018 in Review

Next Financial Group sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q2 2018, closing a stake of 7,610 shares — an estimated $244K sold.

Next Financial Group first reported a position in HEWJ in Q2 2015 and held it in 11 quarters. The position peaked at $265K in Q4 2016. 74 funds tracked by Wall St. Rank hold HEWJ as of Q2 2018.

Next Financial Group reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q2 2018 after selling out during the quarter.
Next Financial Group sold 7,610 iShares Currency Hedged MSCI Japan ETF shares in Q2 2018, an estimated $244K.
Next Financial Group first reported a position in iShares Currency Hedged MSCI Japan ETF in Q2 2015 and held it in 11 quarters.
Next Financial Group's iShares Currency Hedged MSCI Japan ETF position peaked at $265K in Q4 2016.
74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2018.

Based on Next Financial Group's 13F filing for Q2 2018, filed 10 Aug 2018.