Optimum Investment Advisors’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Optimum Investment Advisors’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
2022 Q4	–	Sell	-1,200	Closed	-$44K	–	792
2022 Q3	$44K	Hold	1,200	–	–	0.02%	396
2022 Q2	$45K	Hold	1,200	–	–	0.02%	417
2022 Q1	$46K	Hold	1,200	–	–	0.02%	444
2021 Q4	$48K	Hold	1,200	–	–	0.02%	467
2021 Q3	$48K	Sell	1,200 -1,700	-59%	-$66.6K	0.02%	461
2021 Q2	$113K	Sell	2,900 -700	-19%	-$27K	0.04%	358
2021 Q1	$140K	Hold	3,600	–	–	0.04%	323
2020 Q4	$129K	Hold	3,600	–	–	0.04%	314
2020 Q3	$115K	Hold	3,600	–	–	0.04%	310
2020 Q2	$111K	Hold	3,600	–	–	0.04%	309
2020 Q1	$98K	Sell	3,600 -600	-14%	-$18.5K	0.04%	308
2019 Q4	$138K	Hold	4,200	–	–	0.04%	336
2019 Q3	$131K	Sell	4,200 -1,200	-22%	-$35.9K	0.04%	325
2019 Q2	$164K	Hold	5,400	–	–	0.05%	299
2019 Q1	$166K	Hold	5,400	–	–	0.05%	299
2018 Q4	$152K	Hold	5,400	–	–	0.05%	298
2018 Q3	$185K	Hold	5,400	–	–	0.05%	317
2018 Q2	$174K	Hold	5,400	–	–	0.05%	314
2018 Q1	$173K	Buy	+5,400	New	+$178K	0.05%	311

Other funds holding HEWJ

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

FTUS

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

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

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Optimum Investment Advisors's HEWJ Position: Q4 2022 in Review

Optimum Investment Advisors sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q4 2022, closing a stake of 1,200 shares — an estimated $44K sold.

Optimum Investment Advisors first reported a position in HEWJ in Q1 2018 and held it in 19 quarters. The position peaked at $185K in Q3 2018. 49 funds tracked by Wall St. Rank hold HEWJ as of Q4 2022.

Optimum Investment Advisors reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q4 2022 after selling out during the quarter.
Optimum Investment Advisors sold 1,200 iShares Currency Hedged MSCI Japan ETF shares in Q4 2022, an estimated $44K.
Optimum Investment Advisors first reported a position in iShares Currency Hedged MSCI Japan ETF in Q1 2018 and held it in 19 quarters.
Optimum Investment Advisors's iShares Currency Hedged MSCI Japan ETF position peaked at $185K in Q3 2018.
49 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.