SWRP
HEWJ icon

Summit Wealth & Retirement Planning’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Summit Wealth & Retirement Planning’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
Q4 		– Sell
-13,807
Closed -$509K – 114
2022
Q3 		$509K Hold
13,807
– – 0.2% 62
2022
Q2 		$516K Buy
+13,807
New +$523K 0.2% 66

Other funds holding HEWJ

RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Summit Wealth & Retirement Planning's HEWJ Position: Q4 2022 in Review

Summit Wealth & Retirement Planning sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q4 2022, closing a stake of 13,807 shares — an estimated $509K sold.

Summit Wealth & Retirement Planning first reported a position in HEWJ in Q2 2022 and held it in 2 quarters. The position peaked at $516K in Q2 2022. 49 funds tracked by Wall St. Rank hold HEWJ as of Q4 2022.

  • Summit Wealth & Retirement Planning reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q4 2022 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 13,807 iShares Currency Hedged MSCI Japan ETF shares in Q4 2022, an estimated $509K.
  • Summit Wealth & Retirement Planning first reported a position in iShares Currency Hedged MSCI Japan ETF in Q2 2022 and held it in 2 quarters.
  • Summit Wealth & Retirement Planning's iShares Currency Hedged MSCI Japan ETF position peaked at $516K in Q2 2022.
  • 49 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q4 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2022, filed 10 Feb 2023.