Sage Mountain Advisors’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Sage Mountain 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
2023 Q3	–	Sell	-1,600	Closed	-$53.8K	–	372
2023 Q2	$53.8K	Hold	1,600	–	–	0.01%	298
2023 Q1	$46.2K	Hold	1,600	–	–	0.01%	286
2022 Q4	$41.9K	Buy	+1,600	New	+$56.4K	0.01%	229
2022 Q1	–	Sell	-780	Closed	-$31K	–	657
2021 Q4	$31K	Buy	+780	New	+$31.2K	﹤0.01%	634

Other funds holding HEWJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

Sage Mountain Advisors's HEWJ Position: Q3 2023 in Review

Sage Mountain Advisors sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q3 2023, closing a stake of 1,600 shares — an estimated $53.8K sold.

Sage Mountain Advisors first reported a position in HEWJ in Q4 2021 and held it in 4 quarters. The position peaked at $53.8K in Q2 2023. 58 funds tracked by Wall St. Rank hold HEWJ as of Q3 2023.

Sage Mountain Advisors reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q3 2023 after selling out during the quarter.
Sage Mountain Advisors sold 1,600 iShares Currency Hedged MSCI Japan ETF shares in Q3 2023, an estimated $53.8K.
Sage Mountain Advisors first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2021 and held it in 4 quarters.
Sage Mountain Advisors's iShares Currency Hedged MSCI Japan ETF position peaked at $53.8K in Q2 2023.
58 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q3 2023.

Based on Sage Mountain Advisors's 13F filing for Q3 2023, filed 25 Oct 2023.