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Stratos Wealth Partners’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-239
Closed -$8K – 1529
2018
Q3 		$8K Buy
+239
New +$7.74K ﹤0.01% 2269
2018
Q2 		– Sell
-239
Closed -$8K – 1655
2018
Q1 		$8K Sell
239
-1,188
-83% -$39.1K ﹤0.01% 2415
2017
Q4 		$48K Buy
+1,427
New +$46.6K ﹤0.01% 1527
2015
Q4 		– Sell
-24,637
Closed -$677K – 606
2015
Q3 		$677K Buy
+24,637
New +$746K 0.09% 201
2015
Q2 		– Sell
-14,974
Closed -$454K – 564
2015
Q1 		$454K Sell
14,974
-1,193
-7% -$34.2K 0.05% 317
2014
Q4 		$439K Buy
+16,167
New +$432K 0.08% 268

Other funds holding HEWJ

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFM
Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Stratos Wealth Partners's HEWJ Position: Q4 2018 in Review

Stratos Wealth Partners sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q4 2018, closing a stake of 239 shares — an estimated $8K sold.

Stratos Wealth Partners first reported a position in HEWJ in Q4 2014 and held it in 6 quarters. The position peaked at $677K in Q3 2015. 75 funds tracked by Wall St. Rank hold HEWJ as of Q4 2018.

  • Stratos Wealth Partners reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 239 iShares Currency Hedged MSCI Japan ETF shares in Q4 2018, an estimated $8K.
  • Stratos Wealth Partners first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2014 and held it in 6 quarters.
  • Stratos Wealth Partners's iShares Currency Hedged MSCI Japan ETF position peaked at $677K in Q3 2015.
  • 75 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.