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

Catamount 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
2019
Q1 		$3K Hold
50
– – ﹤0.01% 168
2018
Q4 		$3K Buy
+50
New +$2.74K ﹤0.01% 175
2017
Q1 		– Sell
-75
Closed -$4K – 173
2016
Q4 		$4K Buy
+75
New +$3.75K ﹤0.01% 139

Other funds holding EWJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Catamount Wealth Management's EWJ Position: Q1 2019 in Review

Catamount Wealth Management held its iShares MSCI Japan ETF (EWJ) position steady in Q1 2019 at 50 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

Catamount Wealth Management first reported a position in EWJ in Q4 2016 and has held it in 3 quarters since. The position peaked at $4K in Q4 2016. 421 funds tracked by Wall St. Rank hold EWJ as of Q1 2019.

  • Catamount Wealth Management held 50 shares of iShares MSCI Japan ETF worth $3K as of Q1 2019.
  • Catamount Wealth Management left its iShares MSCI Japan ETF share count unchanged in Q1 2019.
  • iShares MSCI Japan ETF made up ﹤0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #168 holding.
  • Catamount Wealth Management first reported a position in iShares MSCI Japan ETF in Q4 2016 and has held it in 3 quarters since.
  • Catamount Wealth Management's iShares MSCI Japan ETF position peaked at $4K in Q4 2016.
  • 421 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.