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Somerset Trust’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Somerset Trust’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
Q2 		$957K Buy
14,839
+120
+0.8% +$7.33K 0.27% 73
2026
Q1 		$828K Buy
14,719
+245
+2% +$13.9K 0.25% 76
2025
Q4 		$763K Buy
14,474
+200
+1% +$10.6K 0.23% 75
2025
Q3 		$703K Sell
14,274
-239
-2% -$11.3K 0.22% 78
2025
Q2 		$650K Sell
14,513
-579
-4% -$24.4K 0.21% 78
2025
Q1 		$633K Buy
15,092
+482
+3% +$20.5K 0.23% 75
2024
Q4 		$623K Buy
14,610
+1,318
+10% +$55.7K 0.23% 71
2024
Q3 		$546K Sell
13,292
-54
-0.4% -$2.22K 0.2% 83
2024
Q2 		$582K Buy
13,346
+1,219
+10% +$50.9K 0.24% 76
2024
Q1 		$510K Buy
12,127
+86
+0.7% +$3.35K 0.21% 85
2023
Q4 		$420K Sell
12,041
-441
-4% -$15.3K 0.18% 88
2023
Q3 		$427K Buy
+12,482
New +$420K 0.19% 84

Other funds holding HEWJ

FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

Somerset Trust's HEWJ Position: Q2 2026 in Review

Somerset Trust increased its iShares Currency Hedged MSCI Japan ETF (HEWJ) stake by 0.82% in Q2 2026, buying an estimated $7.33K and bringing the position to 14,839 shares worth $957K. The position accounts for 0.27% of the portfolio, ranked #73.

Somerset Trust first reported a position in HEWJ in Q3 2023 and has held it in 12 quarters since. 7 funds tracked by Wall St. Rank hold HEWJ as of Q2 2026.

  • Somerset Trust held 14,839 shares of iShares Currency Hedged MSCI Japan ETF worth $957K as of Q2 2026.
  • Somerset Trust bought 120 iShares Currency Hedged MSCI Japan ETF shares in Q2 2026, an estimated $7.33K.
  • iShares Currency Hedged MSCI Japan ETF made up 0.27% of Somerset Trust's portfolio in Q2 2026, its #73 holding.
  • Somerset Trust first reported a position in iShares Currency Hedged MSCI Japan ETF in Q3 2023 and has held it in 12 quarters since.
  • 7 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2026.

Based on Somerset Trust's 13F filing for Q2 2026, filed 6 Jul 2026.