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Private Advisor Group’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Private Advisor 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
2024
Q3 		– Sell
-144,603
Closed -$6.31M – 2461
2024
Q2 		$6.31M Sell
144,603
-3,383
-2% -$141K 0.04% 406
2024
Q1 		$6.22M Buy
147,986
+2,915
+2% +$114K 0.04% 391
2023
Q4 		$5.06M Buy
145,071
+32,730
+29% +$1.13M 0.04% 419
2023
Q3 		$3.84M Buy
112,341
+2,364
+2% +$79.6K 0.03% 485
2023
Q2 		$3.7M Buy
+109,977
New +$3.41M 0.03% 507
2020
Q3 		– Sell
-1,030
Closed -$32K – 2387
2020
Q2 		$32K Buy
+1,030
New +$30.2K ﹤0.01% 2323
2017
Q2 		– Sell
-8,661
Closed -$240K – 1415
2017
Q1 		$240K Buy
+8,661
New +$245K 0.01% 1178
2016
Q1 		– Sell
-7,728
Closed -$222K – 1066
2015
Q4 		$222K Sell
7,728
-18,946
-71% -$562K 0.01% 905
2015
Q3 		$733K Sell
26,674
-19,662
-42% -$595K 0.04% 433
2015
Q2 		$1.47M Buy
46,336
+35,403
+324% +$1.13M 0.07% 291
2015
Q1 		$331K Sell
10,933
-22,843
-68% -$655K 0.02% 703
2014
Q4 		$917K Buy
+33,776
New +$902K 0.06% 360

Other funds holding HEWJ

PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Private Advisor Group's HEWJ Position: Q3 2024 in Review

Private Advisor Group sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q3 2024, closing a stake of 144,603 shares — an estimated $6.31M sold.

Private Advisor Group first reported a position in HEWJ in Q4 2014 and held it in 12 quarters. The position peaked at $6.31M in Q2 2024. 62 funds tracked by Wall St. Rank hold HEWJ as of Q3 2024.

  • Private Advisor Group reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q3 2024 after selling out during the quarter.
  • Private Advisor Group sold 144,603 iShares Currency Hedged MSCI Japan ETF shares in Q3 2024, an estimated $6.31M.
  • Private Advisor Group first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2014 and held it in 12 quarters.
  • Private Advisor Group's iShares Currency Hedged MSCI Japan ETF position peaked at $6.31M in Q2 2024.
  • 62 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q3 2024.

Based on Private Advisor Group's 13F filing for Q3 2024, filed 22 Oct 2024.