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

Arete 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
2023 Q2	–	Sell	-5,109	Closed	-$232K	–	698
2023 Q1	$232K	Buy	5,109 +96	+2%	+$5.47K	0.02%	544
2022 Q4	$201K	Buy	+5,013	New	+$264K	0.02%	557
2018 Q4	–	Sell	-6,277	Closed	-$378K	–	381
2018 Q3	$378K	Buy	6,277 +196	+3%	+$11.4K	0.08%	226
2018 Q2	$352K	Buy	+6,081	New	+$366K	0.08%	244
2015 Q2	–	Sell	-16,489	Closed	-$826K	–	152
2015 Q1	$826K	Buy	+16,489	New	+$789K	0.53%	43

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Arete Wealth Advisors's EWJ Position: Q2 2023 in Review

Arete Wealth Advisors sold out of iShares MSCI Japan ETF (EWJ) in Q2 2023, closing a stake of 5,109 shares — an estimated $232K sold.

Arete Wealth Advisors first reported a position in EWJ in Q1 2015 and held it in 5 quarters. The position peaked at $826K in Q1 2015. 506 funds tracked by Wall St. Rank hold EWJ as of Q2 2023.

Arete Wealth Advisors reported no remaining iShares MSCI Japan ETF position as of Q2 2023 after selling out during the quarter.
Arete Wealth Advisors sold 5,109 iShares MSCI Japan ETF shares in Q2 2023, an estimated $232K.
Arete Wealth Advisors first reported a position in iShares MSCI Japan ETF in Q1 2015 and held it in 5 quarters.
Arete Wealth Advisors's iShares MSCI Japan ETF position peaked at $826K in Q1 2015.
506 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2023.

Based on Arete Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.