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Connectus Wealth’s iShares MSCI Japan ETF EWJ Stock Holding History

Connectus Wealth’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
2024
Q1 		– Sell
-376,565
Closed -$24.2M – 398
2023
Q4 		$24.2M Sell
376,565
-128,990
-26% -$7.89M 0.5% 47
2023
Q3 		$30.5M Buy
505,555
+114,746
+29% +$7.08M 0.68% 35
2023
Q2 		$24.2M Buy
390,809
+42,474
+12% +$2.56M 0.56% 48
2023
Q1 		$20.5M Buy
348,335
+81,991
+31% +$4.67M 0.5% 63
2022
Q4 		$14.5M Sell
266,344
-15,359
-5% -$809K 0.34% 83
2022
Q3 		$13.8M Buy
281,703
+202,854
+257% +$10.9M 0.29% 100
2022
Q2 		$4.17M Sell
78,849
-43,280
-35% -$2.44M 0.1% 159
2022
Q1 		$8.2M Buy
+122,129
New +$7.75M 0.26% 86

Other funds holding EWJ

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Connectus Wealth's EWJ Position: Q1 2024 in Review

Connectus Wealth sold out of iShares MSCI Japan ETF (EWJ) in Q1 2024, closing a stake of 376,565 shares — an estimated $24.2M sold.

Connectus Wealth first reported a position in EWJ in Q1 2022 and held it in 8 quarters. The position peaked at $30.5M in Q3 2023. 625 funds tracked by Wall St. Rank hold EWJ as of Q1 2024.

  • Connectus Wealth reported no remaining iShares MSCI Japan ETF position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 376,565 iShares MSCI Japan ETF shares in Q1 2024, an estimated $24.2M.
  • Connectus Wealth first reported a position in iShares MSCI Japan ETF in Q1 2022 and held it in 8 quarters.
  • Connectus Wealth's iShares MSCI Japan ETF position peaked at $30.5M in Q3 2023.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.