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

Waverly 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
2015
Q4 		– Sell
-816
Closed -$22K – 246
2015
Q3 		$22K Buy
+816
New +$24.7K 0.02% 252

Other funds holding HEWJ

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Waverly Advisors's HEWJ Position: Q4 2015 in Review

Waverly Advisors sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q4 2015, closing a stake of 816 shares — an estimated $22K sold.

Waverly Advisors first reported a position in HEWJ in Q3 2015 and held it in 1 quarter. The position peaked at $22K in Q3 2015. 69 funds tracked by Wall St. Rank hold HEWJ as of Q4 2015.

  • Waverly Advisors reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 816 iShares Currency Hedged MSCI Japan ETF shares in Q4 2015, an estimated $22K.
  • Waverly Advisors first reported a position in iShares Currency Hedged MSCI Japan ETF in Q3 2015 and held it in 1 quarter.
  • Waverly Advisors's iShares Currency Hedged MSCI Japan ETF position peaked at $22K in Q3 2015.
  • 69 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.