Bank Julius Baer & Co
EWJV icon

Bank Julius Baer & Co’s iShares MSCI Japan Value ETF EWJV Stock Holding History

Bank Julius Baer & Co’s Portfolio EWJV Stock Details EWJV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,553
Closed -$99.9K – 637
2024
Q3 		$99.9K Sell
2,553
-166
-6% -$5.38K ﹤0.01% 429
2024
Q2 		$96.4K Sell
2,719
-307
-10% -$9.87K ﹤0.01% 389
2024
Q1 		$101K Hold
3,026
– – ﹤0.01% 430
2023
Q4 		$88.3K Sell
3,026
-37
-1% -$1.05K ﹤0.01% 451
2023
Q3 		$87K Buy
3,063
+93
+3% +$2.62K ﹤0.01% 425
2023
Q2 		$81K Sell
2,970
-56
-2% -$1.48K ﹤0.01% 468
2023
Q1 		$78K Hold
3,026
– – ﹤0.01% 499
2022
Q4 		$74K Sell
3,026
-9,067
-75% -$211K ﹤0.01% 493
2022
Q3 		$262K Sell
12,093
-194
-2% -$4.58K ﹤0.01% 380
2022
Q2 		$290K Hold
12,287
– – ﹤0.01% 383
2022
Q1 		$328K Hold
12,287
– – ﹤0.01% 376
2021
Q4 		$328K Hold
12,287
– – ﹤0.01% 471
2021
Q3 		$354K Sell
12,287
-6
-0% -$169 ﹤0.01% 478
2021
Q2 		$341K Buy
12,293
+6
+0% +$169 ﹤0.01% 501
2021
Q1 		$344K Buy
12,287
+3,031
+33% +$83.4K ﹤0.01% 497
2020
Q4 		$240K Sell
9,256
-5
-0.1% -$122 ﹤0.01% 542
2020
Q3 		$214K Hold
9,261
– – ﹤0.01% 497
2020
Q2 		$204K Hold
9,261
– – ﹤0.01% 449
2020
Q1 		$189K Buy
+9,261
New +$220K ﹤0.01% 403

Other funds holding EWJV

GP
Guardian Partners Toronto, Canada $1.2B AUM 35.94% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
OAM
Ostrum Asset Management Paris, France $1.78B AUM 27.8% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank Julius Baer & Co's EWJV Position: Q4 2024 in Review

Bank Julius Baer & Co sold out of iShares MSCI Japan Value ETF (EWJV) in Q4 2024, closing a stake of 2,553 shares — an estimated $99.9K sold.

Bank Julius Baer & Co first reported a position in EWJV in Q1 2020 and held it in 19 quarters. The position peaked at $354K in Q3 2021. 52 funds tracked by Wall St. Rank hold EWJV as of Q4 2024.

  • Bank Julius Baer & Co reported no remaining iShares MSCI Japan Value ETF position as of Q4 2024 after selling out during the quarter.
  • Bank Julius Baer & Co sold 2,553 iShares MSCI Japan Value ETF shares in Q4 2024, an estimated $99.9K.
  • Bank Julius Baer & Co first reported a position in iShares MSCI Japan Value ETF in Q1 2020 and held it in 19 quarters.
  • Bank Julius Baer & Co's iShares MSCI Japan Value ETF position peaked at $354K in Q3 2021.
  • 52 funds tracked by Wall St. Rank held iShares MSCI Japan Value ETF as of Q4 2024.

Based on Bank Julius Baer & Co's 13F filing for Q4 2024, filed 7 Feb 2025.