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

BerganKDV 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
Q3 		– Sell
-827
Closed -$45K – 931
2020
Q2 		$45K Buy
+827
New +$43.9K 0.01% 364

Other funds holding EWJ

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
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
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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BerganKDV Wealth Management's EWJ Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of iShares MSCI Japan ETF (EWJ) in Q3 2020, closing a stake of 827 shares — an estimated $45K sold.

BerganKDV Wealth Management first reported a position in EWJ in Q2 2020 and held it in 1 quarter. The position peaked at $45K in Q2 2020. 355 funds tracked by Wall St. Rank hold EWJ as of Q3 2020.

  • BerganKDV Wealth Management reported no remaining iShares MSCI Japan ETF position as of Q3 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 827 iShares MSCI Japan ETF shares in Q3 2020, an estimated $45K.
  • BerganKDV Wealth Management first reported a position in iShares MSCI Japan ETF in Q2 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's iShares MSCI Japan ETF position peaked at $45K in Q2 2020.
  • 355 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.