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Ruggie Capital Group’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Ruggie Capital 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
2019
Q1 		– Sell
-109
Closed -$3K – 272
2018
Q4 		$3K Hold
109
– – ﹤0.01% 410
2018
Q3 		$4K Sell
109
-337
-76% -$10.9K ﹤0.01% 212
2018
Q2 		$14K Buy
+446
New +$14.6K 0.01% 243

Other funds holding HEWJ

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
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

Ruggie Capital Group's HEWJ Position: Q1 2019 in Review

Ruggie Capital Group sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q1 2019, closing a stake of 109 shares — an estimated $3K sold.

Ruggie Capital Group first reported a position in HEWJ in Q2 2018 and held it in 3 quarters. The position peaked at $14K in Q2 2018. 66 funds tracked by Wall St. Rank hold HEWJ as of Q1 2019.

  • Ruggie Capital Group reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 109 iShares Currency Hedged MSCI Japan ETF shares in Q1 2019, an estimated $3K.
  • Ruggie Capital Group first reported a position in iShares Currency Hedged MSCI Japan ETF in Q2 2018 and held it in 3 quarters.
  • Ruggie Capital Group's iShares Currency Hedged MSCI Japan ETF position peaked at $14K in Q2 2018.
  • 66 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.