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Williams Jones Wealth Management’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Williams Jones Wealth Management’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 		$4.03M Sell
62,520
-330
-0.5% -$20.2K 0.05% 155
2026
Q1 		$3.54M Sell
62,850
-3,700
-6% -$210K 0.04% 155
2025
Q4 		$3.51M Buy
+66,550
New +$3.51M 0.04% 154

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

Williams Jones Wealth Management's HEWJ Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its iShares Currency Hedged MSCI Japan ETF (HEWJ) stake by 0.53% in Q2 2026, selling an estimated $20.2K and leaving 62,520 shares worth $4.03M. The position accounts for 0.05% of the portfolio, ranked #155.

Williams Jones Wealth Management first reported a position in HEWJ in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold HEWJ as of Q2 2026.

  • Williams Jones Wealth Management held 62,520 shares of iShares Currency Hedged MSCI Japan ETF worth $4.03M as of Q2 2026.
  • Williams Jones Wealth Management sold 330 iShares Currency Hedged MSCI Japan ETF shares in Q2 2026, an estimated $20.2K.
  • iShares Currency Hedged MSCI Japan ETF made up 0.05% of Williams Jones Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Williams Jones Wealth Management first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.