Acorn Wealth Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History

Acorn Wealth Advisors’s Portfolio EWJ Stock Details EWJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-242	Closed	-$14K	–	207
2018 Q2	$14K	Hold	242	–	–	0.01%	448
2018 Q1	$15K	Buy	242 +100	+70%	+$6.14K	0.01%	433
2017 Q4	$9K	Buy	+142	New	+$8.34K	0.01%	510

Other funds holding EWJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Acorn Wealth Advisors's EWJ Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of iShares MSCI Japan ETF (EWJ) in Q3 2018, closing a stake of 242 shares — an estimated $14K sold.

Acorn Wealth Advisors first reported a position in EWJ in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q1 2018. 450 funds tracked by Wall St. Rank hold EWJ as of Q3 2018.

Acorn Wealth Advisors reported no remaining iShares MSCI Japan ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 242 iShares MSCI Japan ETF shares in Q3 2018, an estimated $14K.
Acorn Wealth Advisors first reported a position in iShares MSCI Japan ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's iShares MSCI Japan ETF position peaked at $15K in Q1 2018.
450 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.