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Diversified Trust’s iShares MSCI Japan ETF EWJ Stock Holding History

Diversified Trust’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
Q4 		– Sell
-2,842
Closed -$203K – 948
2024
Q3 		$203K Sell
2,842
-943
-25% -$65.6K 0.01% 832
2024
Q2 		$258K Buy
3,785
+67
+2% +$4.58K 0.01% 720
2024
Q1 		$265K Hold
3,718
– – 0.01% 678
2023
Q4 		$238K Buy
+3,718
New +$227K 0.01% 731
2023
Q3 		– Sell
-4,343
Closed -$269K – 869
2023
Q2 		$269K Hold
4,343
– – 0.01% 672
2023
Q1 		$255K Hold
4,343
– – 0.01% 686
2022
Q4 		$236K Hold
4,343
– – 0.01% 673
2022
Q3 		$212K Sell
4,343
-1,700
-28% -$91.1K 0.01% 677
2022
Q2 		$319K Sell
6,043
-85
-1% -$4.8K 0.01% 543
2022
Q1 		$378K Hold
6,128
– – 0.01% 543
2021
Q4 		$410K Hold
6,128
– – 0.01% 523
2021
Q3 		$430K Hold
6,128
– – 0.02% 447
2021
Q2 		$414K Hold
6,128
– – 0.01% 460
2021
Q1 		$420K Hold
6,128
– – 0.02% 435
2020
Q4 		$414K Hold
6,128
– – 0.02% 415
2020
Q3 		$362K Hold
6,128
– – 0.02% 385
2020
Q2 		$337K Hold
6,128
– – 0.02% 353
2020
Q1 		$303K Hold
6,128
– – 0.02% 297
2019
Q4 		$363K Sell
6,128
-325
-5% -$19.2K 0.02% 296
2019
Q3 		$366K Sell
6,453
-5,448
-46% -$299K 0.02% 238
2019
Q2 		$650K Buy
11,901
+5,773
+94% +$314K 0.03% 168
2019
Q1 		$335K Hold
6,128
– – 0.02% 247
2018
Q4 		$311K Hold
6,128
– – 0.02% 238
2018
Q3 		$369K Sell
6,128
-1,110
-15% -$64.5K 0.02% 215
2018
Q2 		$419K Hold
7,238
– – 0.03% 180
2018
Q1 		$439K Buy
7,238
+193
+3% +$11.8K 0.03% 168
2017
Q4 		$422K Buy
7,045
+1,110
+19% +$65.2K 0.03% 175
2017
Q3 		$331K Hold
5,935
– – 0.03% 200
2017
Q2 		$318K Sell
5,935
-257
-4% -$13.6K 0.03% 211
2017
Q1 		$319K Buy
+6,192
New +$317K 0.02% 189

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Diversified Trust's EWJ Position: Q4 2024 in Review

Diversified Trust sold out of iShares MSCI Japan ETF (EWJ) in Q4 2024, closing a stake of 2,842 shares — an estimated $203K sold.

Diversified Trust first reported a position in EWJ in Q1 2017 and held it in 30 quarters. The position peaked at $650K in Q2 2019. 611 funds tracked by Wall St. Rank hold EWJ as of Q4 2024.

  • Diversified Trust reported no remaining iShares MSCI Japan ETF position as of Q4 2024 after selling out during the quarter.
  • Diversified Trust sold 2,842 iShares MSCI Japan ETF shares in Q4 2024, an estimated $203K.
  • Diversified Trust first reported a position in iShares MSCI Japan ETF in Q1 2017 and held it in 30 quarters.
  • Diversified Trust's iShares MSCI Japan ETF position peaked at $650K in Q2 2019.
  • 611 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2024.

Based on Diversified Trust's 13F filing for Q4 2024, filed 7 Jan 2025.