Capstone Investment Advisors
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Capstone Investment Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History

Capstone Investment Advisors’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
Q4 		– Sell
-30,400
Closed -$1.8M – 1689
2020
Q3 		$1.8M Buy
+30,400
New +$1.74M 0.01% 850
2020
Q2 		– Sell
-18,600
Closed -$919K – 1329
2020
Q1 		$919K Buy
+18,600
New +$1.02M 0.01% 732
2014
Q1 		– Sell
-78,650
Closed -$3.82M – 424
2013
Q4 		$3.82M Hold
78,650
– – 0.04% 239
2013
Q3 		$3.75M Buy
+78,650
New +$3.64M 0.04% 239

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Capstone Investment Advisors's EWJ Position: Q4 2020 in Review

Capstone Investment Advisors sold out of iShares MSCI Japan ETF (EWJ) in Q4 2020, closing a stake of 3,565 shares — an estimated $211K sold.

Capstone Investment Advisors first reported a position in EWJ in Q4 2016 and held it in 5 quarters. The position peaked at $1.69M in Q2 2017. 443 funds tracked by Wall St. Rank hold EWJ as of Q4 2020.

  • Capstone Investment Advisors reported no remaining iShares MSCI Japan ETF position as of Q4 2020 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,565 iShares MSCI Japan ETF shares in Q4 2020, an estimated $211K.
  • Capstone Investment Advisors first reported a position in iShares MSCI Japan ETF in Q4 2016 and held it in 5 quarters.
  • Capstone Investment Advisors's iShares MSCI Japan ETF position peaked at $1.69M in Q2 2017.
  • 443 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2020.

Based on Capstone Investment Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.