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Caldwell Trust’s iShares MSCI Japan ETF EWJ Stock Holding History

Caldwell Trust’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
2023
Q3 		– Sell
-45
Closed -$2.79K – 725
2023
Q2 		$2.79K Buy
+45
New +$2.71K ﹤0.01% 711
2020
Q2 		– Sell
-102
Closed -$5.04K – 770
2020
Q1 		$5.04K Sell
102
-232
-69% -$12.8K ﹤0.01% 696
2019
Q4 		$19.8K Buy
+334
New +$19.7K ﹤0.01% 587

Other funds holding EWJ

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Caldwell Trust's EWJ Position: Q3 2023 in Review

Caldwell Trust sold out of iShares MSCI Japan ETF (EWJ) in Q3 2023, closing a stake of 45 shares — an estimated $2.79K sold.

Caldwell Trust first reported a position in EWJ in Q4 2019 and held it in 3 quarters. The position peaked at $19.8K in Q4 2019. 527 funds tracked by Wall St. Rank hold EWJ as of Q3 2023.

  • Caldwell Trust reported no remaining iShares MSCI Japan ETF position as of Q3 2023 after selling out during the quarter.
  • Caldwell Trust sold 45 iShares MSCI Japan ETF shares in Q3 2023, an estimated $2.79K.
  • Caldwell Trust first reported a position in iShares MSCI Japan ETF in Q4 2019 and held it in 3 quarters.
  • Caldwell Trust's iShares MSCI Japan ETF position peaked at $19.8K in Q4 2019.
  • 527 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2023.

Based on Caldwell Trust's 13F filing for Q3 2023, filed 1 Oct 2025.