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

Confluence 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
2017
Q1 		– Sell
-6,964
Closed -$340K – 131
2016
Q4 		$340K Sell
6,964
-1
-0% -$50 0.17% 103
2016
Q3 		$349K Buy
6,965
+2,725
+64% +$133K 0.17% 105
2016
Q2 		$195K Buy
+4,240
New +$197K 0.1% 130

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Confluence Wealth Management's EWJ Position: Q1 2017 in Review

Confluence Wealth Management sold out of iShares MSCI Japan ETF (EWJ) in Q1 2017, closing a stake of 6,964 shares — an estimated $340K sold.

Confluence Wealth Management first reported a position in EWJ in Q2 2016 and held it in 3 quarters. The position peaked at $349K in Q3 2016. 349 funds tracked by Wall St. Rank hold EWJ as of Q1 2017.

  • Confluence Wealth Management reported no remaining iShares MSCI Japan ETF position as of Q1 2017 after selling out during the quarter.
  • Confluence Wealth Management sold 6,964 iShares MSCI Japan ETF shares in Q1 2017, an estimated $340K.
  • Confluence Wealth Management first reported a position in iShares MSCI Japan ETF in Q2 2016 and held it in 3 quarters.
  • Confluence Wealth Management's iShares MSCI Japan ETF position peaked at $349K in Q3 2016.
  • 349 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2017.

Based on Confluence Wealth Management's 13F filing for Q1 2017, filed 2 May 2017.