Cary Street Partners Investment Advisory’s iShares MSCI Japan ETF EWJ Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-1,575	Closed	-$95K	–	984
2023 Q3	$95K	Sell	1,575 -700	-31%	-$43.2K	0.01%	716
2023 Q2	$141K	Buy	+2,275	New	+$137K	0.01%	593
2020 Q4	–	Sell	-93	Closed	-$5K	–	513
2020 Q3	$5K	Buy	+93	New	+$5.33K	﹤0.01%	836

Other funds holding EWJ

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cary Street Partners Investment Advisory's EWJ Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares MSCI Japan ETF (EWJ) in Q4 2023, closing a stake of 1,575 shares — an estimated $95K sold.

Cary Street Partners Investment Advisory first reported a position in EWJ in Q3 2020 and held it in 3 quarters. The position peaked at $141K in Q2 2023. 567 funds tracked by Wall St. Rank hold EWJ as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining iShares MSCI Japan ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 1,575 iShares MSCI Japan ETF shares in Q4 2023, an estimated $95K.
Cary Street Partners Investment Advisory first reported a position in iShares MSCI Japan ETF in Q3 2020 and held it in 3 quarters.
Cary Street Partners Investment Advisory's iShares MSCI Japan ETF position peaked at $141K in Q2 2023.
567 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.