O'Shaughnessy Asset Management’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

O'Shaughnessy Asset 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 Q2	$285K	Buy	4,411 +554	+14%	+$33.8K	﹤0.01%	1868
2026 Q1	$217K	Hold	3,857	–	–	﹤0.01%	1949
2025 Q4	$203K	Buy	3,857 +106	+3%	+$5.6K	﹤0.01%	1982
2025 Q3	$185K	Hold	3,751	–	–	﹤0.01%	1973
2025 Q2	$168K	Hold	3,751	–	–	﹤0.01%	1872
2025 Q1	$157K	Buy	3,751 +15	+0.4%	+$637	﹤0.01%	1821
2024 Q4	$159K	Hold	3,736	–	–	﹤0.01%	1793
2024 Q3	$159K	Hold	3,736	–	–	﹤0.01%	1727
2024 Q2	$163K	Hold	3,736	–	–	﹤0.01%	1583
2024 Q1	$157K	Buy	+3,736	New	+$146K	﹤0.01%	1542
2022 Q4	–	Sell	-550	Closed	-$20K	–	1424
2022 Q3	$20K	Hold	550	–	–	﹤0.01%	1270
2022 Q2	$21K	Hold	550	–	–	﹤0.01%	1195
2022 Q1	$21K	Buy	+550	New	+$20.9K	﹤0.01%	1216

Other funds holding HEWJ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

O'Shaughnessy Asset Management's HEWJ Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its iShares Currency Hedged MSCI Japan ETF (HEWJ) stake by 14% in Q2 2026, buying an estimated $33.8K and bringing the position to 4,411 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

O'Shaughnessy Asset Management first reported a position in HEWJ in Q1 2022 and has held it in 13 quarters since. 86 funds tracked by Wall St. Rank hold HEWJ as of Q2 2026.

O'Shaughnessy Asset Management held 4,411 shares of iShares Currency Hedged MSCI Japan ETF worth $285K as of Q2 2026.
O'Shaughnessy Asset Management bought 554 iShares Currency Hedged MSCI Japan ETF shares in Q2 2026, an estimated $33.8K.
iShares Currency Hedged MSCI Japan ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1868 holding.
O'Shaughnessy Asset Management first reported a position in iShares Currency Hedged MSCI Japan ETF in Q1 2022 and has held it in 13 quarters since.
86 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.