Avaii Wealth Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Avaii Wealth Management’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
2024 Q2	–	Sell	-2,975	Closed	-$212K	–	148
2024 Q1	$212K	Sell	2,975 -5,220	-64%	-$354K	0.12%	131
2023 Q4	$526K	Buy	8,195 +1,323	+19%	+$80.9K	0.34%	65
2023 Q3	$414K	Buy	6,872 +1,831	+36%	+$113K	0.31%	76
2023 Q2	$312K	Buy	+5,041	New	+$304K	0.24%	91
2022 Q2	–	Sell	-6,078	Closed	-$374K	–	105
2022 Q1	$374K	Buy	6,078 +607	+11%	+$38.5K	0.35%	58
2021 Q4	$366K	Buy	+5,471	New	+$374K	0.37%	62

Other funds holding EWJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avaii Wealth Management's EWJ Position: Q2 2024 in Review

Avaii Wealth Management sold out of iShares MSCI Japan ETF (EWJ) in Q2 2024, closing a stake of 2,975 shares — an estimated $212K sold.

Avaii Wealth Management first reported a position in EWJ in Q4 2021 and held it in 6 quarters. The position peaked at $526K in Q4 2023. 611 funds tracked by Wall St. Rank hold EWJ as of Q2 2024.

Avaii Wealth Management reported no remaining iShares MSCI Japan ETF position as of Q2 2024 after selling out during the quarter.
Avaii Wealth Management sold 2,975 iShares MSCI Japan ETF shares in Q2 2024, an estimated $212K.
Avaii Wealth Management first reported a position in iShares MSCI Japan ETF in Q4 2021 and held it in 6 quarters.
Avaii Wealth Management's iShares MSCI Japan ETF position peaked at $526K in Q4 2023.
611 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2024.

Based on Avaii Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.