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RPg Family Wealth Advisory’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

RPg Family Wealth Advisory’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
Q3 		– Sell
-540
Closed -$16.1K – 295
2017
Q2 		$16.1K Buy
+540
New +$15.5K 0.01% 260

Other funds holding HEWJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

RPg Family Wealth Advisory's HEWJ Position: Q3 2017 in Review

RPg Family Wealth Advisory sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q3 2017, closing a stake of 540 shares — an estimated $16.1K sold.

RPg Family Wealth Advisory first reported a position in HEWJ in Q2 2017 and held it in 1 quarter. The position peaked at $16.1K in Q2 2017. 69 funds tracked by Wall St. Rank hold HEWJ as of Q3 2017.

  • RPg Family Wealth Advisory reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q3 2017 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 540 iShares Currency Hedged MSCI Japan ETF shares in Q3 2017, an estimated $16.1K.
  • RPg Family Wealth Advisory first reported a position in iShares Currency Hedged MSCI Japan ETF in Q2 2017 and held it in 1 quarter.
  • RPg Family Wealth Advisory's iShares Currency Hedged MSCI Japan ETF position peaked at $16.1K in Q2 2017.
  • 69 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q3 2017.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2017, filed 8 Nov 2017.