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

Equitable 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
Q2 		– Sell
-2,811
Closed -$201K – 436
2024
Q1 		$201K Buy
+2,811
New +$191K 0.01% 419
2022
Q4 		– Sell
-14,903
Closed -$728K – 403
2022
Q3 		$728K Sell
14,903
-2,500
-14% -$134K 0.06% 201
2022
Q2 		$920K Sell
17,403
-1,940
-10% -$110K 0.07% 187
2022
Q1 		$1.19M Sell
19,343
-44,927
-70% -$2.85M 0.08% 160
2021
Q4 		$4.3M Buy
+64,270
New +$4.39M 0.27% 91

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Equitable Trust's EWJ Position: Q2 2024 in Review

Equitable Trust sold out of iShares MSCI Japan ETF (EWJ) in Q2 2024, closing a stake of 2,811 shares — an estimated $201K sold.

Equitable Trust first reported a position in EWJ in Q4 2021 and held it in 5 quarters. The position peaked at $4.3M in Q4 2021. 613 funds tracked by Wall St. Rank hold EWJ as of Q2 2024.

  • Equitable Trust reported no remaining iShares MSCI Japan ETF position as of Q2 2024 after selling out during the quarter.
  • Equitable Trust sold 2,811 iShares MSCI Japan ETF shares in Q2 2024, an estimated $201K.
  • Equitable Trust first reported a position in iShares MSCI Japan ETF in Q4 2021 and held it in 5 quarters.
  • Equitable Trust's iShares MSCI Japan ETF position peaked at $4.3M in Q4 2021.
  • 613 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2024.

Based on Equitable Trust's 13F filing for Q2 2024, filed 31 Jul 2024.