PARTNERS CAPITAL INVESTMENT GROUP, LLP HEWJ — iShares Currency Hedged MSCI Japan ETF

Ownership history in PARTNERS CAPITAL INVESTMENT GROUP, LLP  ·  27 quarters on record

AI Ownership Summary

PARTNERS CAPITAL INVESTMENT GROUP, LLP reported iShares Currency Hedged MSCI Japan ETF (HEWJ) in 27 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 1.32% in 2024 Q3. The latest visible filing shows HEWJ at 0.67% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HEWJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PARTNERS CAPITAL INVESTMENT GROUP, LLP's position in iShares Currency Hedged MSCI Japan ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HEWJ was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.32% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HEWJ stock page PARTNERS CAPITAL INVESTMENT GROUP, LLP fund profile PARTNERS CAPITAL INVESTMENT GROUP, LLP full holdings
How PARTNERS CAPITAL INVESTMENT GROUP, LLP held HEWJ — position size vs. price
% of Fund (quarterly)    HEWJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 13.9% +1.1% ❌ 295,885 -47,912 -13.9% 0.67% $19.1M 2026-08-13 $66.60
2026 Q1 REDUCED — — — 343,797 -17,786 -4.9% 0.73% $19.3M 2026-05-12 $60.95
2025 Q4 REDUCED 17.2% +6.8% ❌ 361,583 -75,337 -17.2% 0.71% $19.1M 2026-02-13 $59.63
2025 Q3 REDUCED — — — 436,920 -17,714 -3.9% 0.86% $21.5M 2025-10-31 $51.00
2025 Q2 REDUCED 66.4% +12.1% ❌ 454,634 -899,340 -66.4% 0.82% $20.4M 2025-08-14 $45.85
2025 Q1 ADDED — — — 1,353,974 +441,577 +48.4% 0.96% $56.8M 2025-05-14 $40.57
2024 Q4 REDUCED 54.5% -1.6% ✅ 912,397 -1,092,414 -54.5% 1.07% $38.9M 2025-01-31 $40.54
2024 Q3 ADDED — — — 2,004,811 +262,872 +15.1% 1.32% $82.3M 2024-11-05 $39.05
2024 Q2 ADDED — — — 1,741,939 +742,771 +74.3% 1.28% $75.7M 2024-08-13 $36.63
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HEWJ

As of 2026 Q2 — sorted by position size

Modern Wealth Management, LLC 0.51% INTREPID FAMILY OFFICE LLC 3Y 0.48% Somerset Trust Co 3Y 7Y 0.27% LFA - Lugano Financial Advisors SA 3Y 7Y 0.27% Portfolio Resources Advisor Group, Inc. 0.18% Three Bridge Wealth Advisors, LLC 3Y 0.08% Valor Advisors LLC 0.08% BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 3Y 0.07% FIDUCIARY FINANCIAL GROUP, LLC 0.05% GTS SECURITIES LLC 3Y 0.05%

FAQ About PARTNERS CAPITAL INVESTMENT GROUP, LLP and HEWJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has PARTNERS CAPITAL INVESTMENT GROUP, LLP reported owning HEWJ?

PARTNERS CAPITAL INVESTMENT GROUP, LLP reported HEWJ across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported HEWJ position in PARTNERS CAPITAL INVESTMENT GROUP, LLP's portfolio?

The largest reported portfolio weight for HEWJ was 1.32% in 2024 Q3.

What is the latest reported HEWJ position on this page?

The most recent filing on this page is 2026 Q2, when PARTNERS CAPITAL INVESTMENT GROUP, LLP reported 295,885 shares, equal to 0.67% of portfolio, with an estimated market value of $19.1M.

What does the chart on this HEWJ ownership page compare?

The chart compares PARTNERS CAPITAL INVESTMENT GROUP, LLP's quarterly HEWJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PARTNERS CAPITAL INVESTMENT GROUP, LLP time their HEWJ position?

Based on 13F filing dates vs. subsequent HEWJ price moves, PARTNERS CAPITAL INVESTMENT GROUP, LLP correctly timed 13 out of 24 reported position changes (54%). The annualised alpha on HEWJ relative to SPY over the holding period was +2.9%.

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