SFSIG
HEWJ icon

San Francisco Sentry Investment Group’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

San Francisco Sentry Investment 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
2018
Q2 		– Sell
-70
Closed -$2K – 788
2018
Q1 		$2K Hold
70
– – ﹤0.01% 852
2017
Q4 		$2K Hold
70
– – ﹤0.01% 841
2017
Q3 		$2K Hold
70
– – ﹤0.01% 847
2017
Q2 		$2K Buy
+70
New +$2.01K ﹤0.01% 690

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

San Francisco Sentry Investment Group's HEWJ Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q2 2018, closing a stake of 70 shares — an estimated $2K sold.

San Francisco Sentry Investment Group first reported a position in HEWJ in Q2 2017 and held it in 4 quarters. The position peaked at $2K in Q1 2018. 74 funds tracked by Wall St. Rank hold HEWJ as of Q2 2018.

  • San Francisco Sentry Investment Group reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q2 2018 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 70 iShares Currency Hedged MSCI Japan ETF shares in Q2 2018, an estimated $2K.
  • San Francisco Sentry Investment Group first reported a position in iShares Currency Hedged MSCI Japan ETF in Q2 2017 and held it in 4 quarters.
  • San Francisco Sentry Investment Group's iShares Currency Hedged MSCI Japan ETF position peaked at $2K in Q1 2018.
  • 74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.