Aris Wealth Services’s iShares MSCI Japan ETF EWJ Stock Holding History

Aris Wealth Services’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
2015 Q3	–	Sell	-5,633	Closed	-$289K	–	420
2015 Q2	$289K	Buy	5,633 +1,028	+22%	+$53.5K	0.26%	87
2015 Q1	$231K	Sell	4,605 -878	-16%	-$42K	0.22%	96
2014 Q4	$247K	Sell	5,483 -31	-0.6%	-$1.42K	0.28%	95
2014 Q3	$260K	Sell	5,514 -537	-9%	-$25.7K	0.32%	87
2014 Q2	$291K	Buy	+6,051	New	+$276K	0.38%	82

Other funds holding EWJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aris Wealth Services's EWJ Position: Q3 2015 in Review

Aris Wealth Services sold out of iShares MSCI Japan ETF (EWJ) in Q3 2015, closing a stake of 5,633 shares — an estimated $289K sold.

Aris Wealth Services first reported a position in EWJ in Q2 2014 and held it in 5 quarters. The position peaked at $291K in Q2 2014. 362 funds tracked by Wall St. Rank hold EWJ as of Q3 2015.

Aris Wealth Services reported no remaining iShares MSCI Japan ETF position as of Q3 2015 after selling out during the quarter.
Aris Wealth Services sold 5,633 iShares MSCI Japan ETF shares in Q3 2015, an estimated $289K.
Aris Wealth Services first reported a position in iShares MSCI Japan ETF in Q2 2014 and held it in 5 quarters.
Aris Wealth Services's iShares MSCI Japan ETF position peaked at $291K in Q2 2014.
362 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.