Charter Oak Capital Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Charter Oak Capital 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
2023 Q3	–	Sell	-3,260	Closed	-$202K	–	173
2023 Q2	$202K	Buy	+3,260	New	+$196K	0.03%	172
2022 Q3	–	Sell	-4,967	Closed	-$262K	–	385
2022 Q2	$262K	Buy	4,967 +40	+0.8%	+$2.26K	0.04%	155
2022 Q1	$304K	Sell	4,927 -106	-2%	-$6.73K	0.04%	149
2021 Q4	$337K	Sell	5,033 -380	-7%	-$26K	0.04%	144
2021 Q3	$380K	Buy	5,413 +389	+8%	+$26.9K	0.05%	127
2021 Q2	$339K	Buy	5,024 +710	+16%	+$48.6K	0.04%	132
2021 Q1	$296K	Sell	4,314 -254	-6%	-$17.6K	0.04%	137
2020 Q4	$309K	Buy	+4,568	New	+$287K	0.05%	128

Other funds holding EWJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charter Oak Capital Management's EWJ Position: Q3 2023 in Review

Charter Oak Capital Management sold out of iShares MSCI Japan ETF (EWJ) in Q3 2023, closing a stake of 3,260 shares — an estimated $202K sold.

Charter Oak Capital Management first reported a position in EWJ in Q4 2020 and held it in 8 quarters. The position peaked at $380K in Q3 2021. 527 funds tracked by Wall St. Rank hold EWJ as of Q3 2023.

Charter Oak Capital Management reported no remaining iShares MSCI Japan ETF position as of Q3 2023 after selling out during the quarter.
Charter Oak Capital Management sold 3,260 iShares MSCI Japan ETF shares in Q3 2023, an estimated $202K.
Charter Oak Capital Management first reported a position in iShares MSCI Japan ETF in Q4 2020 and held it in 8 quarters.
Charter Oak Capital Management's iShares MSCI Japan ETF position peaked at $380K in Q3 2021.
527 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2023.

Based on Charter Oak Capital Management's 13F filing for Q3 2023, filed 5 Oct 2023.