PF
HEWJ icon

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

Phoenix Financial’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
2021
Q2 		– Sell
-17,973
Closed -$700K – 348
2021
Q1 		$700K Buy
+17,973
New +$679K 0.02% 298

Other funds holding HEWJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
SA
swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial's HEWJ Position: Q2 2021 in Review

Phoenix Financial sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q2 2021, closing a stake of 17,973 shares — an estimated $700K sold.

Phoenix Financial first reported a position in HEWJ in Q1 2021 and held it in 1 quarter. The position peaked at $700K in Q1 2021. 55 funds tracked by Wall St. Rank hold HEWJ as of Q2 2021.

  • Phoenix Financial reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q2 2021 after selling out during the quarter.
  • Phoenix Financial sold 17,973 iShares Currency Hedged MSCI Japan ETF shares in Q2 2021, an estimated $700K.
  • Phoenix Financial first reported a position in iShares Currency Hedged MSCI Japan ETF in Q1 2021 and held it in 1 quarter.
  • Phoenix Financial's iShares Currency Hedged MSCI Japan ETF position peaked at $700K in Q1 2021.
  • 55 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2021.

Based on Phoenix Financial's 13F filing for Q2 2021, filed 10 Aug 2021.