Ritholtz Wealth Management’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Ritholtz Wealth 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	$337K	Hold	5,226	–	–	0.01%	998
2026 Q1	$294K	Hold	5,226	–	–	0.01%	987
2025 Q4	$275K	Hold	5,226	–	–	0.01%	929
2025 Q3	$257K	Hold	5,226	–	–	0.01%	900
2025 Q2	$234K	Hold	5,226	–	–	0.01%	873
2025 Q1	$219K	Hold	5,226	–	–	0.01%	839
2024 Q4	$223K	Hold	5,226	–	–	0.01%	793
2024 Q3	$215K	Hold	5,226	–	–	0.01%	797
2024 Q2	$228K	Hold	5,226	–	–	0.01%	732
2024 Q1	$220K	Sell	5,226 -1,644	-24%	-$64.1K	0.01%	724
2023 Q4	$240K	Hold	6,870	–	–	0.01%	653
2023 Q3	$235K	Hold	6,870	–	–	0.01%	612
2023 Q2	$231K	Buy	+6,870	New	+$213K	0.01%	597
2022 Q4	–	Sell	-7,695	Closed	-$284K	–	651
2022 Q3	$284K	Sell	7,695 -990	-11%	-$38.1K	0.02%	552
2022 Q2	$325K	Sell	8,685 -380	-4%	-$14.4K	0.02%	402
2022 Q1	$350K	Sell	9,065 -500	-5%	-$19K	0.02%	385
2021 Q4	$379K	Hold	9,565	–	–	0.02%	360
2021 Q3	$384K	Sell	9,565 -15	-0.2%	-$587	0.03%	323
2021 Q2	$372K	Hold	9,580	–	–	0.03%	321
2021 Q1	$373K	Hold	9,580	–	–	0.03%	262
2020 Q4	$344K	Hold	9,580	–	–	0.03%	230
2020 Q3	$306K	Hold	9,580	–	–	0.03%	205
2020 Q2	$294K	Sell	9,580 -1,695	-15%	-$49.7K	0.04%	181
2020 Q1	$307K	Sell	11,275 -6,920	-38%	-$213K	0.05%	102
2019 Q4	$600K	Sell	18,195 -15	-0.1%	-$491	0.09%	74
2019 Q3	$567K	Sell	18,210 -15	-0.1%	-$448	0.09%	72
2019 Q2	$553K	Sell	18,225 -7,435	-29%	-$227K	0.09%	72
2019 Q1	$790K	Sell	25,660 -109,495	-81%	-$3.29M	0.14%	52
2018 Q4	$3.8M	Buy	+135,155	New	+$4.2M	0.86%	22

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

Ritholtz Wealth Management's HEWJ Position: Q2 2026 in Review

Ritholtz Wealth Management held its iShares Currency Hedged MSCI Japan ETF (HEWJ) position steady in Q2 2026 at 5,226 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #998.

Ritholtz Wealth Management first reported a position in HEWJ in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.8M in Q4 2018. 86 funds tracked by Wall St. Rank hold HEWJ as of Q2 2026.

Ritholtz Wealth Management held 5,226 shares of iShares Currency Hedged MSCI Japan ETF worth $337K as of Q2 2026.
Ritholtz Wealth Management left its iShares Currency Hedged MSCI Japan ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI Japan ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #998 holding.
Ritholtz Wealth Management first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2018 and has held it in 29 quarters since.
Ritholtz Wealth Management's iShares Currency Hedged MSCI Japan ETF position peaked at $3.8M in Q4 2018.
86 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.