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

US Financial 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
2016 Q1	–	Sell	-2,025	Closed	-$58K	–	533
2015 Q4	$58K	Hold	2,025	–	–	0.06%	125
2015 Q3	$56K	Buy	+2,025	New	+$61.3K	0.09%	98
2015 Q1	–	Sell	-2,540	Closed	-$69K	–	377
2014 Q4	$69K	Buy	+2,540	New	+$67.8K	0.06%	89

Other funds holding HEWJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

US Financial Advisors's HEWJ Position: Q1 2016 in Review

US Financial Advisors sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q1 2016, closing a stake of 2,025 shares — an estimated $58K sold.

US Financial Advisors first reported a position in HEWJ in Q4 2014 and held it in 3 quarters. The position peaked at $69K in Q4 2014. 61 funds tracked by Wall St. Rank hold HEWJ as of Q1 2016.

US Financial Advisors reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q1 2016 after selling out during the quarter.
US Financial Advisors sold 2,025 iShares Currency Hedged MSCI Japan ETF shares in Q1 2016, an estimated $58K.
US Financial Advisors first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2014 and held it in 3 quarters.
US Financial Advisors's iShares Currency Hedged MSCI Japan ETF position peaked at $69K in Q4 2014.
61 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.