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

Evolution 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
2021 Q4	–	Sell	-1,665	Closed	-$117K	–	316
2021 Q3	$117K	Hold	1,665	–	–	0.03%	143
2021 Q2	$112K	Hold	1,665	–	–	0.02%	156
2021 Q1	$114K	Hold	1,665	–	–	0.03%	144
2020 Q4	$112K	Sell	1,665 -18,090	-92%	-$1.14M	0.03%	131
2020 Q3	$1.17M	Buy	19,755 +1,411	+8%	+$80.8K	0.32%	47
2020 Q2	$1.01M	Sell	18,344 -95,650	-84%	-$5.08M	0.33%	45
2020 Q1	$5.63M	Sell	113,994 -835	-0.7%	-$45.9K	2.27%	14
2019 Q4	$6.8M	Buy	114,829 +38,720	+51%	+$2.28M	1.7%	16
2019 Q3	$4.32M	Buy	+76,109	New	+$4.17M	2.06%	12
2019 Q2	–	Sell	-152,889	Closed	-$8.37M	–	471
2019 Q1	$8.37M	Buy	+152,889	New	+$8.23M	3.85%	10

Other funds holding EWJ

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Evolution Wealth Advisors's EWJ Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of iShares MSCI Japan ETF (EWJ) in Q4 2021, closing a stake of 1,665 shares — an estimated $117K sold.

Evolution Wealth Advisors first reported a position in EWJ in Q1 2019 and held it in 10 quarters. The position peaked at $8.37M in Q1 2019. 433 funds tracked by Wall St. Rank hold EWJ as of Q4 2021.

Evolution Wealth Advisors reported no remaining iShares MSCI Japan ETF position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 1,665 iShares MSCI Japan ETF shares in Q4 2021, an estimated $117K.
Evolution Wealth Advisors first reported a position in iShares MSCI Japan ETF in Q1 2019 and held it in 10 quarters.
Evolution Wealth Advisors's iShares MSCI Japan ETF position peaked at $8.37M in Q1 2019.
433 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.