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Stonegate Investment Group’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Stonegate 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
2022
Q1 		– Sell
-5,173
Closed -$205K – 307
2021
Q4 		$205K Buy
+5,173
New +$207K 0.01% 250

Other funds holding HEWJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
SA
swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Stonegate Investment Group's HEWJ Position: Q1 2022 in Review

Stonegate Investment Group sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q1 2022, closing a stake of 5,173 shares — an estimated $205K sold.

Stonegate Investment Group first reported a position in HEWJ in Q4 2021 and held it in 1 quarter. The position peaked at $205K in Q4 2021. 60 funds tracked by Wall St. Rank hold HEWJ as of Q1 2022.

  • Stonegate Investment Group reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q1 2022 after selling out during the quarter.
  • Stonegate Investment Group sold 5,173 iShares Currency Hedged MSCI Japan ETF shares in Q1 2022, an estimated $205K.
  • Stonegate Investment Group first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2021 and held it in 1 quarter.
  • Stonegate Investment Group's iShares Currency Hedged MSCI Japan ETF position peaked at $205K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q1 2022.

Based on Stonegate Investment Group's 13F filing for Q1 2022, filed 16 May 2022.