Evensky & Katz’s iShares MSCI Japan ETF EWJ Stock Holding History

Evensky & Katz’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
2014 Q4	–	Sell	-29	Closed	-$1K	–	44
2014 Q3	$1K	Buy	29 +4	+16%	+$191	﹤0.01%	45
2014 Q2	$1K	Hold	25	–	–	﹤0.01%	33
2014 Q1	$1K	Hold	25	–	–	﹤0.01%	34
2013 Q4	$1K	Hold	25	–	–	﹤0.01%	34
2013 Q3	$1K	Hold	25	–	–	﹤0.01%	34
2013 Q2	$1K	Buy	+25	New	+$1.13K	﹤0.01%	35

Other funds holding EWJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BFA

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

MAM

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evensky & Katz's EWJ Position: Q4 2014 in Review

Evensky & Katz sold out of iShares MSCI Japan ETF (EWJ) in Q4 2014, closing a stake of 29 shares — an estimated $1K sold.

Evensky & Katz first reported a position in EWJ in Q2 2013 and held it in 6 quarters. The position peaked at $1K in Q3 2014. 306 funds tracked by Wall St. Rank hold EWJ as of Q4 2014.

Evensky & Katz reported no remaining iShares MSCI Japan ETF position as of Q4 2014 after selling out during the quarter.
Evensky & Katz sold 29 iShares MSCI Japan ETF shares in Q4 2014, an estimated $1K.
Evensky & Katz first reported a position in iShares MSCI Japan ETF in Q2 2013 and held it in 6 quarters.
Evensky & Katz's iShares MSCI Japan ETF position peaked at $1K in Q3 2014.
306 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2014.

Based on Evensky & Katz's 13F filing for Q4 2014, filed 18 Feb 2015.