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

Dakota 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
2020 Q1	–	Sell	-3,852	Closed	-$228K	–	283
2019 Q4	$228K	Sell	3,852 -57	-1%	-$3.36K	0.04%	274
2019 Q3	$221K	Buy	3,909 +166	+4%	+$9.1K	0.04%	274
2019 Q2	$205K	Sell	3,743 -792	-17%	-$43.1K	0.04%	268
2019 Q1	$248K	Sell	4,535 -55	-1%	-$2.96K	0.05%	258
2018 Q4	$232K	Sell	4,590 -258	-5%	-$14.1K	0.05%	247
2018 Q3	$292K	Sell	4,848 -3,328	-41%	-$193K	0.07%	215
2018 Q2	$473K	Buy	+8,176	New	+$493K	0.13%	129

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Dakota Wealth Management's EWJ Position: Q1 2020 in Review

Dakota Wealth Management sold out of iShares MSCI Japan ETF (EWJ) in Q1 2020, closing a stake of 3,852 shares — an estimated $228K sold.

Dakota Wealth Management first reported a position in EWJ in Q2 2018 and held it in 7 quarters. The position peaked at $473K in Q2 2018. 366 funds tracked by Wall St. Rank hold EWJ as of Q1 2020.

Dakota Wealth Management reported no remaining iShares MSCI Japan ETF position as of Q1 2020 after selling out during the quarter.
Dakota Wealth Management sold 3,852 iShares MSCI Japan ETF shares in Q1 2020, an estimated $228K.
Dakota Wealth Management first reported a position in iShares MSCI Japan ETF in Q2 2018 and held it in 7 quarters.
Dakota Wealth Management's iShares MSCI Japan ETF position peaked at $473K in Q2 2018.
366 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2020.

Based on Dakota Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.