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

Sierra Capital’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
2022 Q3	–	Sell	-20,067	Closed	-$751K	–	691
2022 Q2	$751K	Hold	20,067	–	–	0.14%	114
2022 Q1	$774K	Sell	20,067 -3,350	-14%	-$127K	0.12%	123
2021 Q4	$928K	Hold	23,417	–	–	0.14%	112
2021 Q3	$938K	Hold	23,417	–	–	0.16%	108
2021 Q2	$910K	Sell	23,417 -20,976	-47%	-$808K	0.17%	104
2021 Q1	$1.73M	Buy	+44,393	New	+$1.68M	0.32%	77

Other funds holding HEWJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

PCIG

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Sierra Capital's HEWJ Position: Q3 2022 in Review

Sierra Capital sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q3 2022, closing a stake of 20,067 shares — an estimated $751K sold.

Sierra Capital first reported a position in HEWJ in Q1 2021 and held it in 6 quarters. The position peaked at $1.73M in Q1 2021. 59 funds tracked by Wall St. Rank hold HEWJ as of Q3 2022.

Sierra Capital reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q3 2022 after selling out during the quarter.
Sierra Capital sold 20,067 iShares Currency Hedged MSCI Japan ETF shares in Q3 2022, an estimated $751K.
Sierra Capital first reported a position in iShares Currency Hedged MSCI Japan ETF in Q1 2021 and held it in 6 quarters.
Sierra Capital's iShares Currency Hedged MSCI Japan ETF position peaked at $1.73M in Q1 2021.
59 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q3 2022.

Based on Sierra Capital's 13F filing for Q3 2022, filed 4 Nov 2022.