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Silver Oak Securities’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Silver Oak Securities’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
-29,710
Closed -$1M – 466
2023
Q2 		$1M Buy
+29,710
New +$920K 0.16% 130

Other funds holding HEWJ

JP Morgan Chase
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
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
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

Silver Oak Securities's HEWJ Position: Q3 2023 in Review

Silver Oak Securities sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q3 2023, closing a stake of 29,710 shares — an estimated $1M sold.

Silver Oak Securities first reported a position in HEWJ in Q2 2023 and held it in 1 quarter. The position peaked at $1M in Q2 2023. 58 funds tracked by Wall St. Rank hold HEWJ as of Q3 2023.

  • Silver Oak Securities reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q3 2023 after selling out during the quarter.
  • Silver Oak Securities sold 29,710 iShares Currency Hedged MSCI Japan ETF shares in Q3 2023, an estimated $1M.
  • Silver Oak Securities first reported a position in iShares Currency Hedged MSCI Japan ETF in Q2 2023 and held it in 1 quarter.
  • Silver Oak Securities's iShares Currency Hedged MSCI Japan ETF position peaked at $1M in Q2 2023.
  • 58 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q3 2023.

Based on Silver Oak Securities's 13F filing for Q3 2023, filed 18 Oct 2023.