AWE
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Avidian Wealth Enterprises’s iShares MSCI Japan ETF EWJ Stock Holding History

Avidian Wealth Enterprises’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
Q1 		– Sell
-8,305
Closed -$452K – 482
2022
Q4 		$452K Buy
+8,305
New +$437K 0.03% 290
2020
Q2 		– Sell
-168,785
Closed -$8.34M – 269
2020
Q1 		$8.34M Sell
168,785
-93,087
-36% -$5.12M 1.34% 18
2019
Q4 		$15.5M Buy
261,872
+7,846
+3% +$462K 2.2% 12
2019
Q3 		$14.4M Buy
+254,026
New +$13.9M 2.37% 11

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Avidian Wealth Enterprises's EWJ Position: Q1 2023 in Review

Avidian Wealth Enterprises sold out of iShares MSCI Japan ETF (EWJ) in Q1 2023, closing a stake of 8,305 shares — an estimated $452K sold.

Avidian Wealth Enterprises first reported a position in EWJ in Q3 2019 and held it in 4 quarters. The position peaked at $15.5M in Q4 2019. 419 funds tracked by Wall St. Rank hold EWJ as of Q1 2023.

  • Avidian Wealth Enterprises reported no remaining iShares MSCI Japan ETF position as of Q1 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 8,305 iShares MSCI Japan ETF shares in Q1 2023, an estimated $452K.
  • Avidian Wealth Enterprises first reported a position in iShares MSCI Japan ETF in Q3 2019 and held it in 4 quarters.
  • Avidian Wealth Enterprises's iShares MSCI Japan ETF position peaked at $15.5M in Q4 2019.
  • 419 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2023, filed 8 May 2023.