Simon Quick Advisors’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Simon Quick 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
2026 Q3	$286K	Hold	4,385	–	–	0.01%	372
2026 Q2	$283K	Buy	4,385 +228	+5%	+$13.9K	0.01%	342
2026 Q1	$234K	Hold	4,157	–	–	0.01%	344
2025 Q4	$219K	Hold	4,157	–	–	0.01%	361
2025 Q3	$205K	Buy	+4,157	New	+$196K	0.01%	385
2018 Q1	–	Sell	-192,814	Closed	-$6.55M	–	360
2017 Q4	$6.55M	Sell	192,814 -30,602	-14%	-$999K	2.92%	10
2017 Q3	$6.88M	Buy	223,416 +4,280	+2%	+$127K	2.5%	11
2017 Q2	$6.53M	Buy	219,136 +8,677	+4%	+$250K	3.69%	10
2017 Q1	$5.9M	Buy	+210,459	New	+$5.96M	3.49%	9

Other funds holding HEWJ

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Portfolio Resources Advisor Group Coral Gables, Florida $121M AUM 13.93% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return

Simon Quick Advisors's HEWJ Position: Q3 2026 in Review

Simon Quick Advisors held its iShares Currency Hedged MSCI Japan ETF (HEWJ) position steady in Q3 2026 at 4,385 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #372.

Simon Quick Advisors first reported a position in HEWJ in Q1 2017 and has held it in 9 quarters since. The position peaked at $6.88M in Q3 2017. 10 funds tracked by Wall St. Rank hold HEWJ as of Q3 2026.

Simon Quick Advisors held 4,385 shares of iShares Currency Hedged MSCI Japan ETF worth $286K as of Q3 2026.
Simon Quick Advisors left its iShares Currency Hedged MSCI Japan ETF share count unchanged in Q3 2026.
iShares Currency Hedged MSCI Japan ETF made up 0.01% of Simon Quick Advisors's portfolio in Q3 2026, its #372 holding.
Simon Quick Advisors first reported a position in iShares Currency Hedged MSCI Japan ETF in Q1 2017 and has held it in 9 quarters since.
Simon Quick Advisors's iShares Currency Hedged MSCI Japan ETF position peaked at $6.88M in Q3 2017.
10 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.