Apriem Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History

Apriem 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	-1,250	Closed	-$72K	–	211
2018 Q2	$72K	Buy	+1,250	New	+$75.3K	0.02%	209
2017 Q2	–	Sell	-750	Closed	-$39K	–	261
2017 Q1	$39K	Sell	750 -33	-4%	-$1.69K	0.01%	261
2016 Q4	$38K	Buy	783 +33	+4%	+$1.65K	0.01%	264
2016 Q3	$38K	Sell	750 -175	-19%	-$8.52K	0.01%	253
2016 Q2	$43K	Sell	925 -88	-9%	-$4.09K	0.01%	244
2016 Q1	$46K	Buy	1,013 +59	+6%	+$2.65K	0.02%	212
2015 Q4	$46K	Sell	954 -221	-19%	-$10.8K	0.02%	209
2015 Q3	$54K	Hold	1,175	–	–	0.02%	195
2015 Q2	$60K	Hold	1,175	–	–	0.02%	194
2015 Q1	$59K	Sell	1,175 -125	-10%	-$5.98K	0.02%	194
2014 Q4	$58K	Hold	1,300	–	–	0.02%	176
2014 Q3	$61K	Hold	1,300	–	–	0.02%	182
2014 Q2	$63K	Sell	1,300 -250	-16%	-$11.4K	0.02%	180
2014 Q1	$70K	Hold	1,550	–	–	0.03%	185
2013 Q4	$75K	Buy	1,550 +250	+19%	+$11.9K	0.03%	172
2013 Q3	$62K	Hold	1,300	–	–	0.03%	181
2013 Q2	$58K	Buy	+1,300	New	+$58.8K	0.03%	181

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

Apriem Advisors's EWJ Position: Q3 2018 in Review

Apriem Advisors sold out of iShares MSCI Japan ETF (EWJ) in Q3 2018, closing a stake of 1,250 shares — an estimated $72K sold.

Apriem Advisors first reported a position in EWJ in Q2 2013 and held it in 17 quarters. The position peaked at $75K in Q4 2013. 450 funds tracked by Wall St. Rank hold EWJ as of Q3 2018.

Apriem Advisors reported no remaining iShares MSCI Japan ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 1,250 iShares MSCI Japan ETF shares in Q3 2018, an estimated $72K.
Apriem Advisors first reported a position in iShares MSCI Japan ETF in Q2 2013 and held it in 17 quarters.
Apriem Advisors's iShares MSCI Japan ETF position peaked at $75K in Q4 2013.
450 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.