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

Rockefeller Financial Services’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
2017
Q4 		$24K Hold
705
– – ﹤0.01% 461
2017
Q3 		$22K Buy
+705
New +$20.9K ﹤0.01% 474

Other funds holding HEWJ

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SFM
Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rockefeller Financial Services's HEWJ Position: Q4 2017 in Review

Rockefeller Financial Services held its iShares Currency Hedged MSCI Japan ETF (HEWJ) position steady in Q4 2017 at 705 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Rockefeller Financial Services first reported a position in HEWJ in Q3 2017 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold HEWJ as of Q4 2017.

  • Rockefeller Financial Services held 705 shares of iShares Currency Hedged MSCI Japan ETF worth $24K as of Q4 2017.
  • Rockefeller Financial Services left its iShares Currency Hedged MSCI Japan ETF share count unchanged in Q4 2017.
  • iShares Currency Hedged MSCI Japan ETF made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #461 holding.
  • Rockefeller Financial Services first reported a position in iShares Currency Hedged MSCI Japan ETF in Q3 2017 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.