TF
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Trek Financial’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Trek Financial’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
2023
Q4 		– Sell
-30,882
Closed -$1.06M – 336
2023
Q3 		$1.06M Buy
+30,882
New +$1.04M 0.1% 128

Other funds holding HEWJ

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Trek Financial's HEWJ Position: Q4 2023 in Review

Trek Financial sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q4 2023, closing a stake of 30,882 shares — an estimated $1.06M sold.

Trek Financial first reported a position in HEWJ in Q3 2023 and held it in 1 quarter. The position peaked at $1.06M in Q3 2023. 59 funds tracked by Wall St. Rank hold HEWJ as of Q4 2023.

  • Trek Financial reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q4 2023 after selling out during the quarter.
  • Trek Financial sold 30,882 iShares Currency Hedged MSCI Japan ETF shares in Q4 2023, an estimated $1.06M.
  • Trek Financial first reported a position in iShares Currency Hedged MSCI Japan ETF in Q3 2023 and held it in 1 quarter.
  • Trek Financial's iShares Currency Hedged MSCI Japan ETF position peaked at $1.06M in Q3 2023.
  • 59 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q4 2023.

Based on Trek Financial's 13F filing for Q4 2023, filed 8 Feb 2024.