Constellation Wealth Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History

Constellation Wealth Advisors’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
2015 Q3	$188K	Hold	4,118	–	–	0.02%	81
2015 Q2	$211K	Hold	4,118	–	–	0.02%	171
2015 Q1	$206K	Buy	+4,118	New	+$197K	0.02%	174
2014 Q3	–	Sell	-2,563	Closed	-$123K	–	204
2014 Q2	$123K	Sell	2,563 -434	-14%	-$19.8K	0.01%	192
2014 Q1	$136K	Sell	2,997 -7,500	-71%	-$346K	0.01%	183
2013 Q4	$510K	Hold	10,497	–	–	0.05%	147
2013 Q3	$500K	Sell	10,497 -1,610	-13%	-$74.5K	0.06%	137
2013 Q2	$543K	Buy	+12,107	New	+$548K	0.07%	133

Other funds holding EWJ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Constellation Wealth Advisors's EWJ Position: Q3 2015 in Review

Constellation Wealth Advisors held its iShares MSCI Japan ETF (EWJ) position steady in Q3 2015 at 4,118 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #81.

Constellation Wealth Advisors first reported a position in EWJ in Q2 2013 and has held it in 8 quarters since. The position peaked at $543K in Q2 2013. 363 funds tracked by Wall St. Rank hold EWJ as of Q3 2015.

Constellation Wealth Advisors held 4,118 shares of iShares MSCI Japan ETF worth $188K as of Q3 2015.
Constellation Wealth Advisors left its iShares MSCI Japan ETF share count unchanged in Q3 2015.
iShares MSCI Japan ETF made up 0.02% of Constellation Wealth Advisors's portfolio in Q3 2015, its #81 holding.
Constellation Wealth Advisors first reported a position in iShares MSCI Japan ETF in Q2 2013 and has held it in 8 quarters since.
Constellation Wealth Advisors's iShares MSCI Japan ETF position peaked at $543K in Q2 2013.
363 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.