UBP
HEWJ icon

Union Bancaire Privee’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Union Bancaire Privee’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
Q2 		$145K Hold
3,000
– – ﹤0.01% 400
2026
Q1 		$124K Hold
3,000
– – ﹤0.01% 417
2025
Q4 		$118K Buy
+3,000
New +$158K ﹤0.01% 416
2025
Q1 		– Sell
-1,500
Closed -$51K – 542
2024
Q4 		$51K Buy
+1,500
New +$63.4K ﹤0.01% 492

Other funds holding HEWJ

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $166M AUM 16.79% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Union Bancaire Privee's HEWJ Position: Q2 2026 in Review

Union Bancaire Privee held its iShares Currency Hedged MSCI Japan ETF (HEWJ) position steady in Q2 2026 at 3,000 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Union Bancaire Privee first reported a position in HEWJ in Q4 2024 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold HEWJ as of Q2 2026.

  • Union Bancaire Privee held 3,000 shares of iShares Currency Hedged MSCI Japan ETF worth $145K as of Q2 2026.
  • Union Bancaire Privee left its iShares Currency Hedged MSCI Japan ETF share count unchanged in Q2 2026.
  • iShares Currency Hedged MSCI Japan ETF made up ﹤0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #400 holding.
  • Union Bancaire Privee first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2024 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.