Bellecapital’s iShares MSCI Japan ETF EWJ Stock Holding History

Bellecapital’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
2018 Q2	–	Sell	-6,063	Closed	-$368K	–	91
2018 Q1	$368K	Hold	6,063	–	–	0.34%	58
2017 Q4	$363K	Hold	6,063	–	–	0.29%	56
2017 Q3	$338K	Sell	6,063 -23,500	-79%	-$1.28M	0.4%	48
2017 Q2	$1.59M	Hold	29,563	–	–	1.39%	22
2017 Q1	$1.52M	Sell	29,563 -15,500	-34%	-$793K	1.41%	21
2016 Q4	$2.2M	Sell	45,063 -5,341	-11%	-$267K	1.96%	17
2016 Q3	$2.53M	Hold	50,404	–	–	2.82%	14
2016 Q2	$2.32M	Hold	50,404	–	–	2.54%	18
2016 Q1	$2.3M	Buy	50,404 +11,250	+29%	+$506K	3.08%	13
2015 Q4	$1.9M	Buy	39,154 +974	+3%	+$47.8K	2.43%	15
2015 Q3	$1.75M	Hold	38,180	–	–	2.58%	10
2015 Q2	$1.96M	Sell	38,180 -45,531	-54%	-$2.37M	2.51%	9
2015 Q1	$4.2M	Sell	83,711 -100	-0.1%	-$4.78K	5.6%	6
2014 Q4	$3.77M	Sell	83,811 -2,700	-3%	-$124K	5.12%	6
2014 Q3	$4.07M	Hold	86,511	–	–	4.75%	7
2014 Q2	$4.17M	Sell	86,511 -8,863	-9%	-$405K	4.09%	8
2014 Q1	$4.32M	Buy	95,374 +281	+0.3%	+$13K	3.75%	8
2013 Q4	$4.62M	Buy	+95,093	New	+$4.53M	4.43%	7

Other funds holding EWJ

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return