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Wealthspire Advisors (Maryland)’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-997
Closed -$31K – 1111
2019
Q1 		$31K Hold
997
– – ﹤0.01% 1095
2018
Q4 		$28K Buy
+997
New +$31K ﹤0.01% 1084

Other funds holding HEWJ

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US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HEWJ Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q2 2019, closing a stake of 997 shares — an estimated $31K sold.

Wealthspire Advisors (Maryland) first reported a position in HEWJ in Q4 2018 and held it in 2 quarters. The position peaked at $31K in Q1 2019. 60 funds tracked by Wall St. Rank hold HEWJ as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 997 iShares Currency Hedged MSCI Japan ETF shares in Q2 2019, an estimated $31K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s iShares Currency Hedged MSCI Japan ETF position peaked at $31K in Q1 2019.
  • 60 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.