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Briaud Financial Planning’s iShares MSCI Japan ETF EWJ Stock Holding History

Briaud Financial Planning’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
2024
Q2 		– Sell
-253,699
Closed -$18.1M – 137
2024
Q1 		$18.1M Sell
253,699
-589
-0.2% -$39.9K 10.29% 3
2023
Q4 		$16.3M Sell
254,288
-5,167
-2% -$316K 13.9% 2
2023
Q3 		$15.6M Buy
+259,455
New +$16M 12.67% 2

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Briaud Financial Planning's EWJ Position: Q2 2024 in Review

Briaud Financial Planning sold out of iShares MSCI Japan ETF (EWJ) in Q2 2024, closing a stake of 253,699 shares — an estimated $18.1M sold.

Briaud Financial Planning first reported a position in EWJ in Q3 2023 and held it in 3 quarters. The position peaked at $18.1M in Q1 2024. 611 funds tracked by Wall St. Rank hold EWJ as of Q2 2024.

  • Briaud Financial Planning reported no remaining iShares MSCI Japan ETF position as of Q2 2024 after selling out during the quarter.
  • Briaud Financial Planning sold 253,699 iShares MSCI Japan ETF shares in Q2 2024, an estimated $18.1M.
  • Briaud Financial Planning first reported a position in iShares MSCI Japan ETF in Q3 2023 and held it in 3 quarters.
  • Briaud Financial Planning's iShares MSCI Japan ETF position peaked at $18.1M in Q1 2024.
  • 611 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2024.

Based on Briaud Financial Planning's 13F filing for Q2 2024, filed 26 Jul 2024.