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Tradition Wealth Management’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Tradition Wealth Management’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
Q1 		$285K Hold
5,068
– – 0.02% 397
2025
Q4 		$267K Buy
5,068
+126
+3% +$6.65K 0.02% 407
2025
Q3 		$243K Buy
4,942
+28
+0.6% +$1.32K 0.02% 416
2025
Q2 		$220K Hold
4,914
– – 0.02% 415
2025
Q1 		$206K Hold
4,914
– – 0.02% 406
2024
Q4 		$209K Buy
+4,914
New +$208K 0.02% 391
2024
Q3 		– Sell
-4,851
Closed -$212K – 415
2024
Q2 		$212K Hold
4,851
– – 0.02% 375
2024
Q1 		$204K Buy
4,851
+41
+0.9% +$1.6K 0.02% 372
2023
Q4 		$168K Buy
4,810
+2,250
+88% +$77.9K 0.02% 347
2023
Q3 		$88K Buy
2,560
+15
+0.6% +$505 0.01% 475
2023
Q2 		$86K Hold
2,545
– – 0.01% 487
2023
Q1 		$73K Buy
2,545
+8
+0.3% +$222 0.01% 519
2022
Q4 		$66K Sell
2,537
-384
-13% -$13.5K 0.01% 470
2022
Q3 		$108K Buy
2,921
+26
+0.9% +$1K 0.02% 347
2022
Q2 		$108K Hold
2,895
– – 0.02% 345
2022
Q1 		$112K Buy
2,895
+496
+21% +$18.8K 0.01% 382
2021
Q4 		$95K Buy
2,399
+206
+9% +$8.24K 0.01% 413
2021
Q3 		$88K Buy
2,193
+16
+0.7% +$626 0.01% 392
2021
Q2 		$85K Hold
2,177
– – 0.01% 416
2021
Q1 		$85K Buy
2,177
+8
+0.4% +$302 0.01% 346
2020
Q4 		$78K Buy
+2,169
New +$73K 0.02% 331

Other funds holding HEWJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Tradition Wealth Management's HEWJ Position: Q1 2026 in Review

Tradition Wealth Management held its iShares Currency Hedged MSCI Japan ETF (HEWJ) position steady in Q1 2026 at 5,068 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #397.

Tradition Wealth Management first reported a position in HEWJ in Q4 2020 and has held it in 21 quarters since. 84 funds tracked by Wall St. Rank hold HEWJ as of Q1 2026.

  • Tradition Wealth Management held 5,068 shares of iShares Currency Hedged MSCI Japan ETF worth $285K as of Q1 2026.
  • Tradition Wealth Management left its iShares Currency Hedged MSCI Japan ETF share count unchanged in Q1 2026.
  • iShares Currency Hedged MSCI Japan ETF made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #397 holding.
  • Tradition Wealth Management first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2020 and has held it in 21 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.