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

swisspartners 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
2024
Q3 		– Sell
-182,220
Closed -$7.18M – 30
2024
Q2 		$7.18M Buy
182,220
+3,070
+2% +$128K 7.26% 4
2024
Q1 		$6.79M Buy
179,150
+1,705
+1% +$66.5K 5.6% 8
2023
Q4 		$5.21M Sell
177,445
-1,020
-0.6% -$35.3K 4.55% 9
2023
Q3 		$5.59M Buy
178,465
+700
+0.4% +$23.6K 4.91% 9
2023
Q2 		$5.98M Buy
177,765
+2,120
+1% +$65.7K 4.83% 10
2023
Q1 		$5.07M Buy
175,645
+40
+0% +$1.11K 4.23% 12
2022
Q4 		$4.59M Sell
175,605
-750
-0.4% -$26.4K 4.1% 13
2022
Q3 		$6.51M Sell
176,355
-24,850
-12% -$956K 6.4% 5
2022
Q2 		$7.77M Buy
201,205
+4,045
+2% +$153K 6.58% 6
2022
Q1 		$7.6M Buy
197,160
+2,795
+1% +$106K 5.24% 8
2021
Q4 		$7.81M Buy
194,365
+2,560
+1% +$102K 5.58% 7
2021
Q3 		$7.71M Buy
191,805
+41,010
+27% +$1.61M 5.41% 9
2021
Q2 		$5.86M Buy
150,795
+12,790
+9% +$492K 4.59% 11
2021
Q1 		$5.37M Sell
138,005
-45,580
-25% -$1.72M 4.77% 13
2020
Q4 		$6.48M Buy
183,585
+19,130
+12% +$644K 5.71% 10
2020
Q3 		$5.25M Buy
164,455
+2,505
+2% +$78K 7.14% 7
2020
Q2 		$4.97M Sell
161,950
-26,395
-14% -$775K 6.27% 10
2020
Q1 		$5.12M Buy
188,345
+9,490
+5% +$292K 7.21% 7
2019
Q4 		$5.9M Buy
+178,855
New +$5.85M 5.77% 10

Other funds holding HEWJ

PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

swisspartners Advisors's HEWJ Position: Q3 2024 in Review

swisspartners Advisors sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q3 2024, closing a stake of 182,220 shares — an estimated $7.18M sold.

swisspartners Advisors first reported a position in HEWJ in Q4 2019 and held it in 19 quarters. The position peaked at $7.81M in Q4 2021. 62 funds tracked by Wall St. Rank hold HEWJ as of Q3 2024.

  • swisspartners Advisors reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q3 2024 after selling out during the quarter.
  • swisspartners Advisors sold 182,220 iShares Currency Hedged MSCI Japan ETF shares in Q3 2024, an estimated $7.18M.
  • swisspartners Advisors first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2019 and held it in 19 quarters.
  • swisspartners Advisors's iShares Currency Hedged MSCI Japan ETF position peaked at $7.81M in Q4 2021.
  • 62 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q3 2024.

Based on swisspartners Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.