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

Bar Harbor 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
2020
Q1 		– Sell
-8,065
Closed -$478K – 245
2019
Q4 		$478K Sell
8,065
-2,324
-22% -$137K 0.05% 193
2019
Q3 		$589K Sell
10,389
-3,313
-24% -$182K 0.07% 190
2019
Q2 		$748K Sell
13,702
-3,648
-21% -$198K 0.09% 169
2019
Q1 		$949K Sell
17,350
-5,556
-24% -$299K 0.11% 137
2018
Q4 		$1.16M Sell
22,906
-160
-0.7% -$8.77K 0.15% 118
2018
Q3 		$1.39M Sell
23,066
-27
-0.1% -$1.57K 0.16% 113
2018
Q2 		$1.34M Buy
23,093
+94
+0.4% +$5.66K 0.16% 117
2018
Q1 		$1.4M Buy
22,999
+143
+0.6% +$8.78K 0.17% 112
2017
Q4 		$1.37M Sell
22,856
-1,622
-7% -$95.2K 0.16% 115
2017
Q3 		$1.36M Sell
24,478
-4,765
-16% -$260K 0.17% 115
2017
Q2 		$1.57M Sell
29,243
-1,306
-4% -$69K 0.19% 109
2017
Q1 		$1.57M Sell
30,549
-13,428
-31% -$687K 0.18% 107
2016
Q4 		$2.15M Sell
43,977
-3,224
-7% -$161K 0.24% 85
2016
Q3 		$2.37M Sell
47,201
-2,649
-5% -$129K 0.27% 80
2016
Q2 		$2.29M Sell
49,850
-495
-1% -$23K 0.27% 81
2016
Q1 		$2.3M Buy
50,345
+1,586
+3% +$71.3K 0.28% 76
2015
Q4 		$2.36M Buy
48,759
+80
+0.2% +$3.93K 0.3% 75
2015
Q3 		$2.23M Buy
48,679
+760
+2% +$37.5K 0.3% 78
2015
Q2 		$2.46M Buy
47,919
+5,029
+12% +$262K 0.3% 80
2015
Q1 		$2.15M Buy
42,890
+3,890
+10% +$186K 0.26% 85
2014
Q4 		$1.75M Buy
39,000
+4,908
+14% +$225K 0.22% 93
2014
Q3 		$1.6M Buy
34,092
+222
+0.7% +$10.6K 0.21% 96
2014
Q2 		$1.63M Buy
33,870
+1,385
+4% +$63.3K 0.2% 94
2014
Q1 		$1.47M Buy
32,485
+1,252
+4% +$57.8K 0.19% 95
2013
Q4 		$1.52M Buy
31,233
+45
+0.1% +$2.14K 0.2% 94
2013
Q3 		$1.49M Buy
31,188
+1,718
+6% +$79.5K 0.21% 94
2013
Q2 		$1.32M Buy
+29,470
New +$1.33M 0.19% 99

Other funds holding EWJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bar Harbor Wealth Management's EWJ Position: Q1 2020 in Review

Bar Harbor Wealth Management sold out of iShares MSCI Japan ETF (EWJ) in Q1 2020, closing a stake of 8,065 shares — an estimated $478K sold.

Bar Harbor Wealth Management first reported a position in EWJ in Q2 2013 and held it in 27 quarters. The position peaked at $2.46M in Q2 2015. 366 funds tracked by Wall St. Rank hold EWJ as of Q1 2020.

  • Bar Harbor Wealth Management reported no remaining iShares MSCI Japan ETF position as of Q1 2020 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 8,065 iShares MSCI Japan ETF shares in Q1 2020, an estimated $478K.
  • Bar Harbor Wealth Management first reported a position in iShares MSCI Japan ETF in Q2 2013 and held it in 27 quarters.
  • Bar Harbor Wealth Management's iShares MSCI Japan ETF position peaked at $2.46M in Q2 2015.
  • 366 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2020.

Based on Bar Harbor Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.