Raymond James Financial Services Advisors’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Raymond James Financial Services 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
2024 Q3	$896K	Buy	21,823 +115	+0.5%	+$4.74K	﹤0.01%	2236
2024 Q2	$947K	Buy	21,708 +3,745	+21%	+$156K	﹤0.01%	2118
2024 Q1	$755K	Buy	17,963 +1,920	+12%	+$74.9K	﹤0.01%	2232
2023 Q4	$560K	Sell	16,043 -13,697	-46%	-$474K	﹤0.01%	2336
2023 Q3	$1.02M	Hold	29,740	–	–	﹤0.01%	1891
2023 Q2	$1M	Sell	29,740 -1,054	-3%	-$32.6K	﹤0.01%	1930
2023 Q1	$889K	Buy	+30,794	New	+$856K	﹤0.01%	1983
2018 Q4	–	Sell	-23,662	Closed	-$810K	–	2663
2018 Q3	$810K	Buy	23,662 +4,289	+22%	+$139K	﹤0.01%	1595
2018 Q2	$625K	Buy	19,373 +13,132	+210%	+$430K	﹤0.01%	1722
2018 Q1	$200K	Sell	6,241 -26,904	-81%	-$886K	﹤0.01%	2260
2017 Q4	$1.1M	Buy	+33,145	New	+$1.08M	0.01%	1240
2017 Q2	–	Sell	-11,973	Closed	-$336K	–	2551
2017 Q1	$336K	Buy	11,973 +3,676	+44%	+$104K	﹤0.01%	1831
2016 Q4	$231K	Buy	+8,297	New	+$221K	﹤0.01%	1972

Other funds holding HEWJ

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 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

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial Services Advisors's HEWJ Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares Currency Hedged MSCI Japan ETF (HEWJ) stake by 0.53% in Q3 2024, buying an estimated $4.74K and bringing the position to 21,823 shares worth $896K. The position accounts for ﹤0.01% of the portfolio, ranked #2236.

Raymond James Financial Services Advisors first reported a position in HEWJ in Q4 2016 and has held it in 13 quarters since. The position peaked at $1.1M in Q4 2017. 62 funds tracked by Wall St. Rank hold HEWJ as of Q3 2024.

Raymond James Financial Services Advisors held 21,823 shares of iShares Currency Hedged MSCI Japan ETF worth $896K as of Q3 2024.
Raymond James Financial Services Advisors bought 115 iShares Currency Hedged MSCI Japan ETF shares in Q3 2024, an estimated $4.74K.
iShares Currency Hedged MSCI Japan ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2236 holding.
Raymond James Financial Services Advisors first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2016 and has held it in 13 quarters since.
Raymond James Financial Services Advisors's iShares Currency Hedged MSCI Japan ETF position peaked at $1.1M in Q4 2017.
62 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.